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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 | $98,886 | $82,674+19.6% | $125,381-21.1% | $68,486+44.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.28% | -5.97%-5.3pp | 572.31%-583.6pp | -7.85%-3.4pp |
| Employer contribution / active EE | $6,246 | $3,382+84.7% | $4,815+29.7% | $2,597+140.6% |
| Participant deferral / active EE | $14,392 | $6,111+135.5% | $7,448+93.2% | $4,028+257.3% |
| Admin fee / account holder | $5,706 | $6,277-9.1% | $10,007-43.0% | $5,404+5.6% |