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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 | $125,887 | $78,694+60.0% | $67,653+86.1% | $125,388+0.4% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.0pp | 83.2%+2.5pp |
| Annual return | -0.72% | 9.46%-10.2pp | 6625.22%-6625.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $7,833 | $3,044+157.3% | $2,266+245.7% | $4,866+61.0% |
| Participant deferral / active EE | $5,720 | $4,292+33.3% | $3,560+60.7% | $5,352+6.9% |
| Admin fee / account holder | $2,140 | $7,403-71.1% | $4,821-55.6% | $9,541-77.6% |