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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 | $106,242 | $82,324+29.1% | $68,803+54.4% | $134,545-21.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -5.85% | -2.17%-3.7pp | -6.37%+0.5pp | 418.37%-424.2pp |
| Employer contribution / active EE | $6,946 | $3,302+110.4% | $2,656+161.6% | $4,742+46.5% |
| Participant deferral / active EE | $10,160 | $4,740+114.4% | $3,942+157.7% | $6,401+58.7% |
| Admin fee / account holder | $3,227 | $6,485-50.2% | $4,936-34.6% | $11,431-71.8% |