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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 | $106,870 | $82,674+29.3% | $125,381-14.8% | $68,486+56.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.31%-589.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,791 | $3,382-47.0% | $4,815-62.8% | $2,597-31.0% |
| Participant deferral / active EE | $12,328 | $6,111+101.7% | $7,448+65.5% | $4,028+206.1% |
| Admin fee / account holder | $6,873 | $6,277+9.5% | $10,007-31.3% | $5,404+27.2% |