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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 | $113,536 | $105,866+7.2% | $90,766+25.1% | $134,545-15.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -9.17% | -10.99%+1.8pp | -12.16%+3.0pp | 418.37%-427.5pp |
| Employer contribution / active EE | $2,181 | $3,464-37.0% | $2,922-25.4% | $4,742-54.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $106,892 | $13,938+666.9% | $8,446+1165.6% | $11,431+835.1% |