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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 | $106,140 | $53,546+98.2% | $69,890+51.9% | $68,490+55.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -16.53% | -13.87%-2.7pp | 190.84%-207.4pp | -7.85%-8.7pp |
| Employer contribution / active EE | $5,449 | $2,019+169.9% | $2,560+112.8% | $2,597+109.8% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,772 | $4,693-40.9% | $6,267-55.8% | $5,403-48.7% |