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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 | $145,806 | $82,674+76.4% | $125,381+16.3% | $68,486+112.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -3.26% | -5.97%+2.7pp | 572.31%-575.6pp | -7.85%+4.6pp |
| Employer contribution / active EE | $2,410 | $3,382-28.7% | $4,815-50.0% | $2,597-7.2% |
| Participant deferral / active EE | $8,420 | $6,111+37.8% | $7,448+13.1% | $4,028+109.1% |
| Admin fee / account holder | $28,973 | $6,277+361.6% | $10,007+189.5% | $5,404+436.2% |