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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 | $138,339 | $82,324+68.0% | $68,803+101.1% | $134,545+2.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.04% | -2.17%-14.9pp | -6.37%-10.7pp | 418.37%-435.4pp |
| Employer contribution / active EE | $2,518 | $3,302-23.7% | $2,656-5.2% | $4,742-46.9% |
| Participant deferral / active EE | $8,297 | $4,740+75.0% | $3,942+110.5% | $6,401+29.6% |
| Admin fee / account holder | $2,684 | $6,485-58.6% | $4,936-45.6% | $11,431-76.5% |