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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 | $111,653 | $43,730+155.3% | $121,220-7.9% | $64,173+74.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -4.07% | 68.94%-73.0pp | 16.94%-21.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,871 | $1,297+121.4% | $4,023-28.6% | $2,381+20.6% |
| Participant deferral / active EE | $6,841 | $2,281+200.0% | $3,345+104.5% | $3,470+97.2% |
| Admin fee / account holder | $28,401 | $3,502+710.9% | $5,021+465.7% | $4,887+481.1% |