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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 | $117,899 | $82,678+42.6% | $125,391-6.0% | $68,490+72.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.11% | -5.97%-10.1pp | 572.41%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,253 | $3,382-33.4% | $4,816-53.2% | $2,597-13.2% |
| Participant deferral / active EE | $6,184 | $6,111+1.2% | $7,448-17.0% | $4,028+53.5% |
| Admin fee / account holder | $3,445 | $6,277-45.1% | $10,009-65.6% | $5,403-36.2% |