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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 | $131,607 | $82,674+59.2% | $125,381+5.0% | $68,486+92.2% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -17.00% | -5.97%-11.0pp | 572.31%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $5,406 | $3,382+59.8% | $4,815+12.3% | $2,597+108.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,400 | $6,277-29.9% | $10,007-56.0% | $5,404-18.6% |