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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 | $135,440 | $82,674+63.8% | $125,381+8.0% | $68,486+97.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.31%-588.2pp | -7.85%-8.1pp |
| Employer contribution / active EE | $4,675 | $3,382+38.2% | $4,815-2.9% | $2,597+80.0% |
| Participant deferral / active EE | $12,234 | $6,111+100.2% | $7,448+64.3% | $4,028+203.7% |
| Admin fee / account holder | $5,905 | $6,277-5.9% | $10,007-41.0% | $5,404+9.3% |