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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 | $98,460 | $45,872+114.6% | $77,100+27.7% | $68,490+43.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -18.78% | 1.73%-20.5pp | 42.35%-61.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $7,672 | $1,650+365.1% | $2,815+172.5% | $2,597+195.4% |
| Participant deferral / active EE | $4,255 | $2,963+43.6% | $4,430-4.0% | $4,028+5.6% |
| Admin fee / account holder | $2,663 | $3,041-12.4% | $5,443-51.1% | $5,403-50.7% |