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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 | $107,375 | $82,674+29.9% | $125,363-14.3% | $68,495+56.8% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -13.79% | -5.97%-7.8pp | 572.15%-585.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $4,500 | $3,382+33.1% | $4,815-6.5% | $2,596+73.3% |
| Participant deferral / active EE | $8,528 | $6,111+39.6% | $7,447+14.5% | $4,028+111.7% |
| Admin fee / account holder | $49,544 | $6,276+689.4% | $10,005+395.2% | $5,403+816.9% |