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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 | $105,203 | $82,678+27.2% | $125,391-16.1% | $68,490+53.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.02% | -5.97%-6.0pp | 572.41%-584.4pp | -7.85%-4.2pp |
| Employer contribution / active EE | $2,210 | $3,382-34.6% | $4,816-54.1% | $2,597-14.9% |
| Participant deferral / active EE | $3,944 | $6,111-35.5% | $7,448-47.0% | $4,028-2.1% |
| Admin fee / account holder | $16,488 | $6,277+162.7% | $10,009+64.7% | $5,403+205.2% |