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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 | $135,827 | $54,357+149.9% | $82,706+64.2% | $68,495+98.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.46% | -13.67%-3.8pp | 701.76%-719.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,698 | $2,218+21.6% | $3,007-10.3% | $2,596+3.9% |
| Participant deferral / active EE | $2,244 | $3,246-30.9% | $4,394-48.9% | $4,028-44.3% |
| Admin fee / account holder | $8,913 | $4,396+102.7% | $5,329+67.3% | $5,403+65.0% |