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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 | $114,919 | $82,674+39.0% | $125,363-8.3% | $68,495+67.8% |
| Participation rate | 96.3% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -1.43% | -5.97%+4.5pp | 572.15%-573.6pp | -7.84%+6.4pp |
| Employer contribution / active EE | $13,599 | $3,382+302.1% | $4,815+182.4% | $2,596+423.7% |
| Participant deferral / active EE | $12,238 | $6,111+100.3% | $7,447+64.3% | $4,028+203.9% |
| Admin fee / account holder | $12,927 | $6,276+106.0% | $10,005+29.2% | $5,403+139.2% |