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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 | $78,843 | $82,674-4.6% | $125,381-37.1% | $68,486+15.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.04% | -5.97%-9.1pp | 572.31%-587.3pp | -7.85%-7.2pp |
| Employer contribution / active EE | $5,628 | $3,382+66.4% | $4,815+16.9% | $2,597+116.7% |
| Participant deferral / active EE | $8,196 | $6,111+34.1% | $7,448+10.0% | $4,028+103.5% |
| Admin fee / account holder | $8,251 | $6,277+31.4% | $10,007-17.6% | $5,404+52.7% |