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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 | $126,815 | $82,678+53.4% | $125,391+1.1% | $68,490+85.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.89% | -5.97%-11.9pp | 572.41%-590.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $5,182 | $3,382+53.2% | $4,816+7.6% | $2,597+99.6% |
| Participant deferral / active EE | $6,978 | $6,111+14.2% | $7,448-6.3% | $4,028+73.2% |
| Admin fee / account holder | $852 | $6,277-86.4% | $10,009-91.5% | $5,403-84.2% |