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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 | $137,398 | $53,546+156.6% | $69,890+96.6% | $68,490+100.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.37% | -13.87%-0.5pp | 190.84%-205.2pp | -7.85%-6.5pp |
| Employer contribution / active EE | $3,116 | $2,019+54.3% | $2,560+21.7% | $2,597+20.0% |
| Participant deferral / active EE | $5,810 | $2,957+96.5% | $3,848+51.0% | $4,028+44.3% |
| Admin fee / account holder | $2,011 | $4,693-57.1% | $6,267-67.9% | $5,403-62.8% |