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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 | $146,464 | $82,678+77.1% | $125,391+16.8% | $68,490+113.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.92% | -5.97%-10.9pp | 572.41%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $4,994 | $3,382+47.7% | $4,816+3.7% | $2,597+92.3% |
| Participant deferral / active EE | $6,809 | $6,111+11.4% | $7,448-8.6% | $4,028+69.0% |
| Admin fee / account holder | $2,011 | $6,277-68.0% | $10,009-79.9% | $5,403-62.8% |