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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 | $82,288+68.1% | $68,790+101.1% | $134,493+2.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.04% | -2.19%-14.9pp | -6.38%-10.7pp | 418.01%-435.1pp |
| Employer contribution / active EE | $2,518 | $3,301-23.7% | $2,655-5.2% | $4,740-46.9% |
| Participant deferral / active EE | $8,297 | $4,738+75.1% | $3,941+110.5% | $6,400+29.6% |
| Admin fee / account holder | $2,684 | $6,482-58.6% | $4,934-45.6% | $11,425-76.5% |