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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 | $142,940 | $82,674+72.9% | $125,381+14.0% | $68,486+108.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.16% | -5.97%-8.2pp | 572.31%-586.5pp | -7.85%-6.3pp |
| Employer contribution / active EE | $3,625 | $3,382+7.2% | $4,815-24.7% | $2,597+39.6% |
| Participant deferral / active EE | $7,243 | $6,111+18.5% | $7,448-2.8% | $4,028+79.8% |
| Admin fee / account holder | $1,206 | $6,277-80.8% | $10,007-88.0% | $5,404-77.7% |