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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 | $129,975 | $82,674+57.2% | $125,381+3.7% | $68,486+89.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.45% | -5.97%-5.5pp | 572.31%-583.8pp | -7.85%-3.6pp |
| Employer contribution / active EE | $3,461 | $3,382+2.3% | $4,815-28.1% | $2,597+33.3% |
| Participant deferral / active EE | $8,431 | $6,111+38.0% | $7,448+13.2% | $4,028+109.3% |
| Admin fee / account holder | $390 | $6,277-93.8% | $10,007-96.1% | $5,404-92.8% |