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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 | $86,119 | $82,678+4.2% | $125,391-31.3% | $68,490+25.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.55% | -5.97%-5.6pp | 572.41%-584.0pp | -7.85%-3.7pp |
| Employer contribution / active EE | $5,493 | $3,382+62.4% | $4,816+14.1% | $2,597+111.6% |
| Participant deferral / active EE | $8,110 | $6,111+32.7% | $7,448+8.9% | $4,028+101.4% |
| Admin fee / account holder | $31,158 | $6,277+396.4% | $10,009+211.3% | $5,403+476.7% |