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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 | $116,978 | $95,917+22.0% | $79,583+47.0% | $134,545-13.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.33% | -2.70%-4.6pp | 0.16%-7.5pp | 418.37%-425.7pp |
| Employer contribution / active EE | $2,258 | $3,129-27.8% | $2,414-6.4% | $4,742-52.4% |
| Participant deferral / active EE | $3,780 | $4,694-19.5% | $3,986-5.2% | $6,401-40.9% |
| Admin fee / account holder | $4,260 | $9,132-53.4% | $6,835-37.7% | $11,431-62.7% |