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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 | $90,478 | $100,805-10.2% | $86,698+4.4% | $134,532-32.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.85% | 29.09%-45.9pp | 35.95%-52.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $7,662 | $3,490+119.5% | $2,837+170.1% | $4,741+61.6% |
| Participant deferral / active EE | $21,203 | $5,339+297.1% | $4,656+355.4% | $6,401+231.2% |
| Admin fee / account holder | $12,844 | $10,925+17.6% | $7,493+71.4% | $11,429+12.4% |