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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 | $96,280 | $53,546+79.8% | $69,890+37.8% | $68,490+40.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -10.62% | -13.87%+3.2pp | 190.84%-201.5pp | -7.85%-2.8pp |
| Employer contribution / active EE | $4,176 | $2,019+106.9% | $2,560+63.1% | $2,597+60.8% |
| Participant deferral / active EE | $2,231 | $2,957-24.6% | $3,848-42.0% | $4,028-44.6% |
| Admin fee / account holder | $2,649 | $4,693-43.5% | $6,267-57.7% | $5,403-51.0% |