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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 | $174,991 | $82,674+111.7% | $125,381+39.6% | $68,486+155.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.31%-588.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $5,828 | $3,382+72.3% | $4,815+21.0% | $2,597+124.4% |
| Participant deferral / active EE | $10,245 | $6,111+67.7% | $7,448+37.6% | $4,028+154.4% |
| Admin fee / account holder | $7,590 | $6,277+20.9% | $10,007-24.1% | $5,404+40.5% |