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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 | $107,268 | $82,678+29.7% | $125,391-14.5% | $68,490+56.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.42% | -5.97%-8.4pp | 572.41%-586.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $4,152 | $3,382+22.8% | $4,816-13.8% | $2,597+59.9% |
| Participant deferral / active EE | $9,657 | $6,111+58.0% | $7,448+29.7% | $4,028+139.8% |
| Admin fee / account holder | $7,212 | $6,277+14.9% | $10,009-27.9% | $5,403+33.5% |