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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 | $118,243 | $82,674+43.0% | $125,381-5.7% | $68,486+72.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.57% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,221 | $3,382-4.8% | $4,815-33.1% | $2,597+24.1% |
| Participant deferral / active EE | $8,995 | $6,111+47.2% | $7,448+20.8% | $4,028+123.3% |
| Admin fee / account holder | $3,178 | $6,277-49.4% | $10,007-68.2% | $5,404-41.2% |