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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 | $121,035 | $82,674+46.4% | $125,363-3.5% | $68,495+76.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.12% | -5.97%-13.2pp | 572.15%-591.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,483 | $3,382-26.6% | $4,815-48.4% | $2,596-4.4% |
| Participant deferral / active EE | $8,382 | $6,111+37.2% | $7,447+12.6% | $4,028+108.1% |
| Admin fee / account holder | $399 | $6,276-93.6% | $10,005-96.0% | $5,403-92.6% |