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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 | $103,321 | $100,805+2.5% | $86,698+19.2% | $134,532-23.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.39% | 29.09%-46.5pp | 35.95%-53.3pp | 418.27%-435.7pp |
| Employer contribution / active EE | $4,557 | $3,490+30.6% | $2,837+60.6% | $4,741-3.9% |
| Participant deferral / active EE | $9,638 | $5,339+80.5% | $4,656+107.0% | $6,401+50.6% |
| Admin fee / account holder | $4,782 | $10,925-56.2% | $7,493-36.2% | $11,429-58.2% |