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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 | $125,396 | $82,674+51.7% | $125,3810% | $68,486+83.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.95% | -5.97%-12.0pp | 572.31%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $3,531 | $3,382+4.4% | $4,815-26.7% | $2,597+36.0% |
| Participant deferral / active EE | $7,240 | $6,111+18.5% | $7,448-2.8% | $4,028+79.8% |
| Admin fee / account holder | $7,327 | $6,277+16.7% | $10,007-26.8% | $5,404+35.6% |