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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 | $178,143 | $82,674+115.5% | $125,381+42.1% | $68,486+160.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.12% | -5.97%-10.2pp | 572.31%-588.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $5,316 | $3,382+57.2% | $4,815+10.4% | $2,597+104.7% |
| Participant deferral / active EE | $14,312 | $6,111+134.2% | $7,448+92.2% | $4,028+255.4% |
| Admin fee / account holder | $3,910 | $6,277-37.7% | $10,007-60.9% | $5,404-27.6% |