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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 | $97,718 | $100,811-3.1% | $86,698+12.7% | $134,545-27.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.98% | 29.11%-48.1pp | 35.96%-54.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $3,026 | $3,490-13.3% | $2,837+6.7% | $4,742-36.2% |
| Participant deferral / active EE | $20,212 | $5,339+278.6% | $4,656+334.1% | $6,401+215.8% |
| Admin fee / account holder | $1,326 | $10,926-87.9% | $7,492-82.3% | $11,431-88.4% |