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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 | $140,142 | $82,674+69.5% | $125,381+11.8% | $68,486+104.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.04% | -5.97%-7.1pp | 572.31%-585.3pp | -7.85%-5.2pp |
| Employer contribution / active EE | $1,779 | $3,382-47.4% | $4,815-63.0% | $2,597-31.5% |
| Participant deferral / active EE | $8,726 | $6,111+42.8% | $7,448+17.2% | $4,028+116.7% |
| Admin fee / account holder | $32,226 | $6,277+413.4% | $10,007+222.0% | $5,404+496.4% |