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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 | $126,905 | $82,678+53.5% | $125,391+1.2% | $68,490+85.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.05% | -5.97%-10.1pp | 572.41%-588.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $4,788 | $3,382+41.6% | $4,816-0.6% | $2,597+84.4% |
| Participant deferral / active EE | $8,178 | $6,111+33.8% | $7,448+9.8% | $4,028+103.0% |
| Admin fee / account holder | $6,387 | $6,277+1.8% | $10,009-36.2% | $5,403+18.2% |