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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 | $95,981 | $93,117+3.1% | $77,096+24.5% | $134,532-28.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.40% | 62.67%-78.1pp | 42.35%-57.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $8,492 | $3,420+148.3% | $2,814+201.7% | $4,741+79.1% |
| Participant deferral / active EE | $3,535 | $5,241-32.6% | $4,429-20.2% | $6,401-44.8% |
| Admin fee / account holder | $10,846 | $6,948+56.1% | $5,428+99.8% | $11,429-5.1% |