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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 | $107,124 | $67,396+58.9% | $60,919+75.8% | $134,545-20.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -6.72% | 50.12%-56.8pp | 16.96%-23.7pp | 418.37%-425.1pp |
| Employer contribution / active EE | $2,629 | $3,101-15.2% | $2,704-2.8% | $4,742-44.5% |
| Participant deferral / active EE | $2,694 | $4,534-40.6% | $3,814-29.4% | $6,401-57.9% |
| Admin fee / account holder | $2,560 | $4,590-44.2% | $3,228-20.7% | $11,431-77.6% |