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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 | $171,022 | $82,674+106.9% | $125,381+36.4% | $68,486+149.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.06% | -5.97%-7.1pp | 572.31%-585.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $7,512 | $3,382+122.1% | $4,815+56.0% | $2,597+189.3% |
| Participant deferral / active EE | $9,786 | $6,111+60.1% | $7,448+31.4% | $4,028+143.0% |
| Admin fee / account holder | $9,566 | $6,277+52.4% | $10,007-4.4% | $5,404+77.0% |