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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 | $110,036 | $82,678+33.1% | $125,391-12.2% | $68,490+60.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.76% | -5.97%-7.8pp | 572.41%-586.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $4,809 | $3,382+42.2% | $4,816-0.1% | $2,597+85.2% |
| Participant deferral / active EE | $8,889 | $6,111+45.5% | $7,448+19.3% | $4,028+120.7% |
| Admin fee / account holder | $2,829 | $6,277-54.9% | $10,009-71.7% | $5,403-47.6% |