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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 | $107,136 | $67,372+59.0% | $60,906+75.9% | $134,532-20.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.05% | 50.05%-61.1pp | 16.94%-28.0pp | 418.27%-429.3pp |
| Employer contribution / active EE | $3,006 | $3,099-3.0% | $2,703+11.2% | $4,741-36.6% |
| Participant deferral / active EE | $5,290 | $4,532+16.7% | $3,814+38.7% | $6,401-17.4% |
| Admin fee / account holder | $14,739 | $4,588+221.2% | $3,227+356.7% | $11,429+29.0% |