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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 | $140,400 | $54,370+158.2% | $82,763+69.6% | $68,490+105.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.37% | -13.67%+1.3pp | 702.45%-714.8pp | -7.85%-4.5pp |
| Employer contribution / active EE | $1,758 | $2,219-20.8% | $3,008-41.6% | $2,597-32.3% |
| Participant deferral / active EE | $5,119 | $3,247+57.6% | $4,395+16.5% | $4,028+27.1% |
| Admin fee / account holder | $2,808 | $4,398-36.2% | $5,325-47.3% | $5,403-48.0% |