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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 | $91,745 | $82,674+11.0% | $125,381-26.8% | $68,486+34.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.68% | -5.97%-10.7pp | 572.31%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $4,610 | $3,382+36.3% | $4,815-4.3% | $2,597+77.5% |
| Participant deferral / active EE | $9,813 | $6,111+60.6% | $7,448+31.8% | $4,028+143.7% |
| Admin fee / account holder | $9,451 | $6,277+50.6% | $10,007-5.6% | $5,404+74.9% |