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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 | $108,742 | $82,674+31.5% | $125,363-13.3% | $68,495+58.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.56% | -5.97%-5.6pp | 572.15%-583.7pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,921 | $3,382-13.6% | $4,815-39.3% | $2,596+12.5% |
| Participant deferral / active EE | $7,868 | $6,111+28.7% | $7,447+5.6% | $4,028+95.3% |
| Admin fee / account holder | $1,110 | $6,276-82.3% | $10,005-88.9% | $5,403-79.4% |