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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 | $115,988 | $82,674+40.3% | $125,381-7.5% | $68,486+69.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.41% | -5.97%-5.4pp | 572.31%-583.7pp | -7.85%-3.6pp |
| Employer contribution / active EE | $6,504 | $3,382+92.3% | $4,815+35.1% | $2,597+150.5% |
| Participant deferral / active EE | $8,419 | $6,111+37.8% | $7,448+13.0% | $4,028+109.0% |
| Admin fee / account holder | $501 | $6,277-92.0% | $10,007-95.0% | $5,404-90.7% |