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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 | $96,059 | $100,805-4.7% | $86,698+10.8% | $134,532-28.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.15% | 29.09%-41.2pp | 35.95%-48.1pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,493 | $3,490-57.2% | $2,837-47.4% | $4,741-68.5% |
| Participant deferral / active EE | $1,989 | $5,339-62.8% | $4,656-57.3% | $6,401-68.9% |
| Admin fee / account holder | $2,692 | $10,925-75.4% | $7,493-64.1% | $11,429-76.4% |