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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 | $116,528 | $82,674+40.9% | $125,381-7.1% | $68,486+70.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.06% | -5.97%-12.1pp | 572.31%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,811 | $3,382-16.9% | $4,815-41.6% | $2,597+8.2% |
| Participant deferral / active EE | $8,364 | $6,111+36.9% | $7,448+12.3% | $4,028+107.7% |
| Admin fee / account holder | $5,867 | $6,277-6.5% | $10,007-41.4% | $5,404+8.6% |