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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 | $54,229+95.7% | $70,093+51.4% | $68,498+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 | 190.73%-207.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,449 | $2,018+170.0% | $2,560+112.9% | $2,596+109.9% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,772 | $4,694-40.9% | $6,267-55.8% | $5,403-48.7% |