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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 | $80,999 | $95,917-15.6% | $79,583+1.8% | $134,545-39.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.25% | -2.70%-16.6pp | 0.16%-19.4pp | 418.37%-437.6pp |
| Employer contribution / active EE | $9,570 | $3,129+205.8% | $2,414+296.5% | $4,742+101.8% |
| Participant deferral / active EE | $2,606 | $4,694-44.5% | $3,986-34.6% | $6,401-59.3% |
| Admin fee / account holder | $1,960 | $9,132-78.5% | $6,835-71.3% | $11,431-82.9% |