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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 | $99,450 | $95,917+3.7% | $79,583+25.0% | $134,545-26.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.58% | -2.70%-11.9pp | 0.16%-14.7pp | 418.37%-432.9pp |
| Employer contribution / active EE | $7,467 | $3,129+138.6% | $2,414+209.4% | $4,742+57.5% |
| Participant deferral / active EE | $4,799 | $4,694+2.2% | $3,986+20.4% | $6,401-25.0% |
| Admin fee / account holder | $1,406 | $9,132-84.6% | $6,835-79.4% | $11,431-87.7% |