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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 | $99,854 | $82,678+20.8% | $125,391-20.4% | $68,490+45.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.39% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,982 | $3,382-11.8% | $4,816-38.1% | $2,597+14.8% |
| Participant deferral / active EE | $8,242 | $6,111+34.9% | $7,448+10.7% | $4,028+104.6% |
| Admin fee / account holder | $14,780 | $6,277+135.5% | $10,009+47.7% | $5,403+173.6% |