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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 | $77,017 | $54,370+41.7% | $82,763-6.9% | $68,490+12.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.73% | -13.67%-1.1pp | 702.45%-717.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $3,505 | $2,219+58.0% | $3,008+16.5% | $2,597+35.0% |
| Participant deferral / active EE | $4,540 | $3,247+39.8% | $4,395+3.3% | $4,028+12.7% |
| Admin fee / account holder | $6,168 | $4,398+40.2% | $5,325+15.8% | $5,403+14.2% |