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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 | $156,770 | $82,674+89.6% | $125,363+25.1% | $68,495+128.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.93% | -5.97%-9.0pp | 572.15%-587.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,517 | $3,382-25.6% | $4,815-47.7% | $2,596-3.1% |
| Participant deferral / active EE | $8,466 | $6,111+38.5% | $7,447+13.7% | $4,028+110.2% |
| Admin fee / account holder | $47,365 | $6,276+654.7% | $10,005+373.4% | $5,403+776.6% |