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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 | $115,599 | $107,809+7.2% | $90,657+27.5% | $135,380-14.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.13% | -0.90%-8.2pp | 1.89%-11.0pp | 519.81%-528.9pp |
| Employer contribution / active EE | $13,294 | $3,018+340.5% | $2,532+425.1% | $4,779+178.2% |
| Participant deferral / active EE | $9,099 | $3,872+135.0% | $3,424+165.7% | $5,609+62.2% |
| Admin fee / account holder | $4,026 | $5,931-32.1% | $4,994-19.4% | $10,828-62.8% |