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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 | $91,538 | $95,917-4.6% | $79,583+15.0% | $134,545-32.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.23% | -2.70%-11.5pp | 0.16%-14.4pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,786 | $3,129-42.9% | $2,414-26.0% | $4,742-62.3% |
| Participant deferral / active EE | $1,537 | $4,694-67.3% | $3,986-61.4% | $6,401-76.0% |
| Admin fee / account holder | $1,301 | $9,132-85.8% | $6,835-81.0% | $11,431-88.6% |