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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 | $106,929 | $100,805+6.1% | $86,698+23.3% | $134,532-20.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.52% | 29.09%-45.6pp | 35.95%-52.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $2,527 | $3,490-27.6% | $2,837-10.9% | $4,741-46.7% |
| Participant deferral / active EE | $3,298 | $5,339-38.2% | $4,656-29.2% | $6,401-48.5% |
| Admin fee / account holder | $2,690 | $10,925-75.4% | $7,493-64.1% | $11,429-76.5% |