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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 | $95,895+22.0% | $79,576+47.0% | $134,509-13.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.33% | -2.72%-4.6pp | 0.15%-7.5pp | 418.13%-425.5pp |
| Employer contribution / active EE | $2,258 | $3,128-27.8% | $2,413-6.4% | $4,741-52.4% |
| Participant deferral / active EE | $3,780 | $4,693-19.5% | $3,985-5.2% | $6,400-40.9% |
| Admin fee / account holder | $4,260 | $9,129-53.3% | $6,834-37.7% | $11,427-62.7% |