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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 | $82,425 | $53,546+53.9% | $69,884+17.9% | $68,486+20.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -13.24% | -13.87%+0.6pp | 190.81%-204.1pp | -7.85%-5.4pp |
| Employer contribution / active EE | $6,175 | $2,019+205.9% | $2,560+141.2% | $2,597+137.8% |
| Participant deferral / active EE | $1,183 | $2,957-60.0% | $3,848-69.3% | $4,028-70.6% |
| Admin fee / account holder | $5,424 | $4,693+15.6% | $6,266-13.4% | $5,404+0.4% |