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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 | $128,378 | $53,546+139.8% | $69,884+83.7% | $68,486+87.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.18% | -13.87%-0.3pp | 190.81%-205.0pp | -7.85%-6.3pp |
| Employer contribution / active EE | $12,963 | $2,019+542.1% | $2,560+406.4% | $2,597+399.2% |
| Participant deferral / active EE | $5,924 | $2,957+100.4% | $3,848+53.9% | $4,028+47.1% |
| Admin fee / account holder | $1,792 | $4,693-61.8% | $6,266-71.4% | $5,404-66.8% |