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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 | $88,493 | $95,917-7.7% | $79,583+11.2% | $134,545-34.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.14% | -2.70%-11.4pp | 0.16%-14.3pp | 418.37%-432.5pp |
| Employer contribution / active EE | $5,387 | $3,129+72.1% | $2,414+123.2% | $4,742+13.6% |
| Participant deferral / active EE | $7,215 | $4,694+53.7% | $3,986+81.0% | $6,401+12.7% |
| Admin fee / account holder | $4,063 | $9,132-55.5% | $6,835-40.6% | $11,431-64.5% |