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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 | $92,388 | $82,674+11.7% | $125,363-26.3% | $68,495+34.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.18% | -5.97%-5.2pp | 572.15%-583.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $3,087 | $3,382-8.7% | $4,815-35.9% | $2,596+18.9% |
| Participant deferral / active EE | $7,965 | $6,111+30.3% | $7,447+7.0% | $4,028+97.8% |
| Admin fee / account holder | $22,205 | $6,276+253.8% | $10,005+121.9% | $5,403+311.0% |