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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 | $143,428 | $82,674+73.5% | $125,381+14.4% | $68,486+109.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.15% | -5.97%-5.2pp | 572.31%-583.5pp | -7.85%-3.3pp |
| Employer contribution / active EE | $10,811 | $3,382+219.7% | $4,815+124.5% | $2,597+316.4% |
| Participant deferral / active EE | $7,437 | $6,111+21.7% | $7,448-0.1% | $4,028+84.6% |
| Admin fee / account holder | $11,381 | $6,277+81.3% | $10,007+13.7% | $5,404+110.6% |