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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 | $88,265 | $95,895-8.0% | $79,576+10.9% | $134,509-34.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.48% | -2.72%-12.8pp | 0.15%-15.6pp | 418.13%-433.6pp |
| Employer contribution / active EE | $3,283 | $3,128+4.9% | $2,413+36.0% | $4,741-30.7% |
| Participant deferral / active EE | $4,472 | $4,693-4.7% | $3,985+12.2% | $6,400-30.1% |
| Admin fee / account holder | $1,333 | $9,129-85.4% | $6,834-80.5% | $11,427-88.3% |