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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 | $112,515 | $82,678+36.1% | $125,391-10.3% | $68,490+64.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.90% | -5.97%-11.9pp | 572.41%-590.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $9,731 | $3,382+187.7% | $4,816+102.1% | $2,597+274.7% |
| Participant deferral / active EE | $16,929 | $6,111+177.0% | $7,448+127.3% | $4,028+320.3% |
| Admin fee / account holder | $815 | $6,277-87.0% | $10,009-91.9% | $5,403-84.9% |