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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 | $102,896 | $95,915+7.3% | $79,580+29.3% | $134,532-23.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.23% | -2.71%-17.5pp | 0.15%-20.4pp | 418.27%-438.5pp |
| Employer contribution / active EE | $4,620 | $3,129+47.7% | $2,413+91.4% | $4,741-2.6% |
| Participant deferral / active EE | $14,399 | $4,693+206.8% | $3,985+261.3% | $6,401+125.0% |
| Admin fee / account holder | $6,095 | $9,132-33.3% | $6,835-10.8% | $11,429-46.7% |