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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 | $79,767 | $95,917-16.8% | $79,583+0.2% | $134,545-40.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.97% | -2.70%-14.3pp | 0.16%-17.1pp | 418.37%-435.3pp |
| Employer contribution / active EE | $10,062 | $3,129+221.6% | $2,414+316.9% | $4,742+112.2% |
| Participant deferral / active EE | $6,603 | $4,694+40.7% | $3,986+65.7% | $6,401+3.2% |
| Admin fee / account holder | $1,895 | $9,132-79.3% | $6,835-72.3% | $11,431-83.4% |