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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 | $120,613 | $72,404+66.6% | $110,243+9.4% | $64,173+88.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.76% | -6.29%+1.5pp | 314.76%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $5,380 | $2,282+135.8% | $3,827+40.6% | $2,381+126.0% |
| Participant deferral / active EE | $5,072 | $3,469+46.2% | $4,672+8.6% | $3,470+46.2% |
| Admin fee / account holder | $3,186 | $5,664-43.8% | $8,548-62.7% | $4,887-34.8% |