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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 | $130,925 | $68,996+89.8% | $159,991-18.2% | $68,495+91.1% |
| Participation rate | 93.1% | 65.4%+27.7pp | 78.0%+15.1pp | 67.9%+25.2pp |
| Annual return | -14.87% | -9.65%-5.2pp | 408.82%-423.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $13,911 | $2,212+528.8% | $4,225+229.2% | $2,596+435.7% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,030 | $4,797+25.7% | $8,715-30.8% | $5,403+11.6% |