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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 | $69,762 | $68,996+1.1% | $159,991-56.4% | $68,495+1.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -14.66% | -9.65%-5.0pp | 408.82%-423.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $5,317 | $2,212+140.3% | $4,225+25.9% | $2,596+104.8% |
| Participant deferral / active EE | $9,799 | $4,211+132.7% | $6,183+58.5% | $4,028+143.3% |
| Admin fee / account holder | $21,972 | $4,797+358.0% | $8,715+152.1% | $5,403+306.6% |