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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 | $81,091 | $27,632+193.5% | $61,452+32.0% | $68,486+18.4% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -13.90% | -13.24%-0.7pp | 338.96%-352.9pp | -7.85%-6.0pp |
| Employer contribution / active EE | $9,623 | $696+1283.0% | $1,160+729.9% | $2,597+270.6% |
| Participant deferral / active EE | $5,165 | $1,264+308.8% | $2,125+143.1% | $4,028+28.2% |
| Admin fee / account holder | $12,318 | $2,010+512.8% | $2,131+478.0% | $5,404+128.0% |