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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 | $108,317 | $82,678+31.0% | $125,391-13.6% | $68,490+58.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.94% | -5.97%-13.0pp | 572.41%-591.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $3,210 | $3,382-5.1% | $4,816-33.3% | $2,597+23.6% |
| Participant deferral / active EE | $10,173 | $6,111+66.5% | $7,448+36.6% | $4,028+152.6% |
| Admin fee / account holder | $3,832 | $6,277-39.0% | $10,009-61.7% | $5,403-29.1% |