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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 | $101,702 | $95,917+6.0% | $79,583+27.8% | $134,545-24.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.48% | -2.70%-15.8pp | 0.16%-18.6pp | 418.37%-436.9pp |
| Employer contribution / active EE | $28,519 | $3,129+811.4% | $2,414+1081.6% | $4,742+501.5% |
| Participant deferral / active EE | $2,872 | $4,694-38.8% | $3,986-27.9% | $6,401-55.1% |
| Admin fee / account holder | $23,553 | $9,132+157.9% | $6,835+244.6% | $11,431+106.1% |