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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 | $222,165 | $82,674+168.7% | $125,363+77.2% | $68,495+224.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.55% | -5.97%-9.6pp | 572.15%-587.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $6,873 | $3,382+103.2% | $4,815+42.8% | $2,596+164.7% |
| Participant deferral / active EE | $10,246 | $6,111+67.7% | $7,447+37.6% | $4,028+154.4% |
| Admin fee / account holder | $1,024 | $6,276-83.7% | $10,005-89.8% | $5,403-81.0% |