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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 | $115,414 | $82,324+40.2% | $68,803+67.7% | $134,545-14.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.25% | -2.17%-7.1pp | -6.37%-2.9pp | 418.37%-427.6pp |
| Employer contribution / active EE | $4,166 | $3,302+26.2% | $2,656+56.9% | $4,742-12.1% |
| Participant deferral / active EE | $3,748 | $4,740-20.9% | $3,942-4.9% | $6,401-41.4% |
| Admin fee / account holder | $1,120 | $6,485-82.7% | $4,936-77.3% | $11,431-90.2% |