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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,594 | $100,811+3.8% | $86,698+20.6% | $134,545-22.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.99% | 29.11%-45.1pp | 35.96%-52.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $6,782 | $3,490+94.3% | $2,837+139.1% | $4,742+43.0% |
| Participant deferral / active EE | $5,152 | $5,339-3.5% | $4,656+10.6% | $6,401-19.5% |
| Admin fee / account holder | $848 | $10,926-92.2% | $7,492-88.7% | $11,431-92.6% |