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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 | $226,836 | $82,678+174.4% | $125,391+80.9% | $68,490+231.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.89% | -5.97%-4.9pp | 572.41%-583.3pp | -7.85%-3.0pp |
| Employer contribution / active EE | $3,074 | $3,382-9.1% | $4,816-36.2% | $2,597+18.4% |
| Participant deferral / active EE | $12,505 | $6,111+104.6% | $7,448+67.9% | $4,028+210.5% |
| Admin fee / account holder | $567 | $6,277-91.0% | $10,009-94.3% | $5,403-89.5% |