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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 | $128,278 | $82,678+55.2% | $125,391+2.3% | $68,490+87.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.73% | -5.97%-11.8pp | 572.41%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $8,095 | $3,382+139.3% | $4,816+68.1% | $2,597+211.7% |
| Participant deferral / active EE | $8,061 | $6,111+31.9% | $7,448+8.2% | $4,028+100.1% |
| Admin fee / account holder | $643 | $6,277-89.8% | $10,009-93.6% | $5,403-88.1% |