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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 | $154,981 | $82,674+87.5% | $125,381+23.6% | $68,486+126.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.96% | -5.97%-12.0pp | 572.31%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $6,395 | $3,382+89.1% | $4,815+32.8% | $2,597+146.3% |
| Participant deferral / active EE | $7,718 | $6,111+26.3% | $7,448+3.6% | $4,028+91.6% |
| Admin fee / account holder | $4,185 | $6,277-33.3% | $10,007-58.2% | $5,404-22.6% |