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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 | $121,214 | $81,870+48.1% | $119,622+1.3% | $68,486+77.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -1.78% | -23.82%+22.0pp | -14.98%+13.2pp | -7.85%+6.1pp |
| Employer contribution / active EE | $7,636 | $2,692+183.7% | $4,232+80.4% | $2,597+194.1% |
| Participant deferral / active EE | $7,979 | $4,148+92.4% | $5,601+42.5% | $4,028+98.1% |
| Admin fee / account holder | $3,081 | $6,583-53.2% | $10,328-70.2% | $5,404-43.0% |