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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 | $108,542 | $82,678+31.3% | $125,391-13.4% | $68,490+58.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.96% | -5.97%-12.0pp | 572.41%-590.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $8,428 | $3,382+149.2% | $4,816+75.0% | $2,597+224.6% |
| Participant deferral / active EE | $12,575 | $6,111+105.8% | $7,448+68.8% | $4,028+212.2% |
| Admin fee / account holder | $1,663 | $6,277-73.5% | $10,009-83.4% | $5,403-69.2% |