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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 | $84,886 | $100,805-15.8% | $86,698-2.1% | $134,532-36.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.65% | 29.09%-45.7pp | 35.95%-52.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,380 | $3,490-31.8% | $2,837-16.1% | $4,741-49.8% |
| Participant deferral / active EE | $10,462 | $5,339+95.9% | $4,656+124.7% | $6,401+63.4% |
| Admin fee / account holder | $3,022 | $10,925-72.3% | $7,493-59.7% | $11,429-73.6% |