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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 | $110,305 | $82,678+33.4% | $125,391-12.0% | $68,490+61.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.76% | -5.97%-12.8pp | 572.41%-591.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,774 | $3,382-18.0% | $4,816-42.4% | $2,597+6.8% |
| Participant deferral / active EE | $7,792 | $6,111+27.5% | $7,448+4.6% | $4,028+93.5% |
| Admin fee / account holder | $9,406 | $6,277+49.8% | $10,009-6.0% | $5,403+74.1% |