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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 | $124,422 | $82,674+50.5% | $125,363-0.8% | $68,495+81.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -7.48% | -5.97%-1.5pp | 572.15%-579.6pp | -7.84%+0.4pp |
| Employer contribution / active EE | $6,065 | $3,382+79.3% | $4,815+26.0% | $2,596+133.6% |
| Participant deferral / active EE | $7,057 | $6,111+15.5% | $7,447-5.2% | $4,028+75.2% |
| Admin fee / account holder | $4,487 | $6,276-28.5% | $10,005-55.2% | $5,403-17.0% |