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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 | $105,109 | $105,867-0.7% | $90,760+15.8% | $134,532-21.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.30% | -10.99%-4.3pp | -12.16%-3.1pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,963 | $3,464-43.3% | $2,922-32.8% | $4,741-58.6% |
| Participant deferral / active EE | $2,327 | $5,217-55.4% | $4,565-49.0% | $6,401-63.7% |
| Admin fee / account holder | $873 | $13,936-93.7% | $8,444-89.7% | $11,429-92.4% |