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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 | $203,263 | $82,678+145.8% | $125,391+62.1% | $68,490+196.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.86% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $4,993 | $3,382+47.6% | $4,816+3.7% | $2,597+92.3% |
| Participant deferral / active EE | $9,337 | $6,111+52.8% | $7,448+25.4% | $4,028+131.8% |
| Admin fee / account holder | $19,598 | $6,277+212.2% | $10,009+95.8% | $5,403+262.7% |