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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 | $157,484 | $82,678+90.5% | $125,391+25.6% | $68,490+129.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.08% | -5.97%-7.1pp | 572.41%-585.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $5,333 | $3,382+57.7% | $4,816+10.7% | $2,597+105.4% |
| Participant deferral / active EE | $11,401 | $6,111+86.6% | $7,448+53.1% | $4,028+183.1% |
| Admin fee / account holder | $5,683 | $6,277-9.5% | $10,009-43.2% | $5,403+5.2% |