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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 | $109,496 | $97,027+12.9% | $83,323+31.4% | $135,382-19.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.57% | 12.31%-20.9pp | 10.63%-19.2pp | 519.77%-528.3pp |
| Employer contribution / active EE | $8,542 | $4,143+106.2% | $3,379+152.8% | $4,779+78.7% |
| Participant deferral / active EE | $15,992 | $5,964+168.1% | $5,565+187.4% | $5,609+185.1% |
| Admin fee / account holder | $332 | $8,427-96.1% | $7,539-95.6% | $10,829-96.9% |