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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 | $121,645 | $82,674+47.1% | $125,381-3.0% | $68,486+77.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.91% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $8,149 | $3,382+141.0% | $4,815+69.2% | $2,597+213.8% |
| Participant deferral / active EE | $10,886 | $6,111+78.2% | $7,448+46.2% | $4,028+170.3% |
| Admin fee / account holder | $656 | $6,277-89.6% | $10,007-93.4% | $5,404-87.9% |