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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 | $131,791 | $82,324+60.1% | $68,803+91.5% | $134,545-2.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.35% | -2.17%-16.2pp | -6.37%-12.0pp | 418.37%-436.7pp |
| Employer contribution / active EE | $14,014 | $3,302+324.5% | $2,656+427.7% | $4,742+195.6% |
| Participant deferral / active EE | $6,710 | $4,740+41.6% | $3,942+70.2% | $6,401+4.8% |
| Admin fee / account holder | $1,494 | $6,485-77.0% | $4,936-69.7% | $11,431-86.9% |