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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 | $136,485 | $82,674+65.1% | $125,381+8.9% | $68,486+99.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.45% | -5.97%-9.5pp | 572.31%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $8,737 | $3,382+158.4% | $4,815+81.5% | $2,597+236.5% |
| Participant deferral / active EE | $6,116 | $6,111+0.1% | $7,448-17.9% | $4,028+51.9% |
| Admin fee / account holder | $12,759 | $6,277+103.3% | $10,007+27.5% | $5,404+136.1% |