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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 | $84,100 | $82,288+2.2% | $68,794+22.2% | $134,509-37.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.68% | -2.19%-16.5pp | -6.37%-12.3pp | 418.13%-436.8pp |
| Employer contribution / active EE | $6,275 | $3,301+90.1% | $2,656+136.3% | $4,741+32.4% |
| Participant deferral / active EE | $3,280 | $4,738-30.8% | $3,941-16.8% | $6,400-48.8% |
| Admin fee / account holder | $12,570 | $6,482+93.9% | $4,934+154.7% | $11,427+10.0% |