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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 | $103,560 | $82,674+25.3% | $125,381-17.4% | $68,486+51.2% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -13.34% | -5.97%-7.4pp | 572.31%-585.6pp | -7.85%-5.5pp |
| Employer contribution / active EE | $5,402 | $3,382+59.7% | $4,815+12.2% | $2,597+108.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,834 | $6,277-38.9% | $10,007-61.7% | $5,404-29.1% |