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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 | $97,517 | $82,678+17.9% | $125,391-22.2% | $68,490+42.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.69% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $3,420 | $3,382+1.1% | $4,816-29.0% | $2,597+31.7% |
| Participant deferral / active EE | $8,611 | $6,111+40.9% | $7,448+15.6% | $4,028+113.8% |
| Admin fee / account holder | $2,920 | $6,277-53.5% | $10,009-70.8% | $5,403-46.0% |