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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 | $108,502 | $100,811+7.6% | $86,698+25.1% | $134,545-19.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.17% | 29.11%-37.3pp | 35.96%-44.1pp | 418.37%-426.5pp |
| Employer contribution / active EE | $1,941 | $3,490-44.4% | $2,837-31.6% | $4,742-59.1% |
| Participant deferral / active EE | $4,965 | $5,339-7.0% | $4,656+6.6% | $6,401-22.4% |
| Admin fee / account holder | $1,057 | $10,926-90.3% | $7,492-85.9% | $11,431-90.8% |