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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 | $125,000 | $81,870+52.7% | $119,634+4.5% | $68,490+82.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 80.23% | -23.82%+104.0pp | -14.98%+95.2pp | -7.85%+88.1pp |
| Employer contribution / active EE | $1,309 | $2,692-51.4% | $4,232-69.1% | $2,597-49.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $893 | $6,583-86.4% | $10,329-91.4% | $5,403-83.5% |