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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 | $104,637 | $100,811+3.8% | $86,698+20.7% | $134,545-22.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.40% | 29.11%-44.5pp | 35.96%-51.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,603 | $3,490-54.1% | $2,837-43.5% | $4,742-66.2% |
| Participant deferral / active EE | $5,927 | $5,339+11.0% | $4,656+27.3% | $6,401-7.4% |
| Admin fee / account holder | $2,826 | $10,926-74.1% | $7,492-62.3% | $11,431-75.3% |