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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 | $109,302 | $54,239+101.5% | $70,098+55.9% | $68,495+59.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.63% | -13.87%-0.8pp | 190.76%-205.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,250 | $2,019+61.0% | $2,560+26.9% | $2,596+25.2% |
| Participant deferral / active EE | $8,316 | $2,957+181.3% | $3,849+116.1% | $4,028+106.5% |
| Admin fee / account holder | $4,997 | $4,691+6.5% | $6,266-20.3% | $5,403-7.5% |