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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 | $112,832 | $82,674+36.5% | $125,381-10.0% | $68,486+64.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.42% | -5.97%-8.4pp | 572.31%-586.7pp | -7.85%-6.6pp |
| Employer contribution / active EE | $4,122 | $3,382+21.9% | $4,815-14.4% | $2,597+58.7% |
| Participant deferral / active EE | $8,243 | $6,111+34.9% | $7,448+10.7% | $4,028+104.7% |
| Admin fee / account holder | $1,267 | $6,277-79.8% | $10,007-87.3% | $5,404-76.5% |