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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 | $133,814 | $82,674+61.9% | $125,381+6.7% | $68,486+95.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.73% | -5.97%-9.8pp | 572.31%-588.0pp | -7.85%-7.9pp |
| Employer contribution / active EE | $6,384 | $3,382+88.8% | $4,815+32.6% | $2,597+145.9% |
| Participant deferral / active EE | $10,053 | $6,111+64.5% | $7,448+35.0% | $4,028+149.6% |
| Admin fee / account holder | $1,308 | $6,277-79.2% | $10,007-86.9% | $5,404-75.8% |