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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 | $103,289 | $82,674+24.9% | $125,381-17.6% | $68,486+50.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.04% | -5.97%-10.1pp | 572.31%-588.3pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,787 | $3,382-17.6% | $4,815-42.1% | $2,597+7.3% |
| Participant deferral / active EE | $8,626 | $6,111+41.2% | $7,448+15.8% | $4,028+114.2% |
| Admin fee / account holder | $1,053 | $6,277-83.2% | $10,007-89.5% | $5,404-80.5% |