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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 | $111,472 | $75,935+46.8% | $60,547+84.1% | $125,389-11.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.20% | -5.38%+2.2pp | 335.64%-338.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $5,000 | $3,438+45.4% | $2,419+106.7% | $4,866+2.8% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,519 | $6,768-48.0% | $4,536-22.4% | $9,541-63.1% |