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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 | $189,879 | $82,678+129.7% | $125,391+51.4% | $68,490+177.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.98% | -5.97%-8.0pp | 572.41%-586.4pp | -7.85%-6.1pp |
| Employer contribution / active EE | $9,337 | $3,382+176.1% | $4,816+93.9% | $2,597+259.6% |
| Participant deferral / active EE | $16,253 | $6,111+165.9% | $7,448+118.2% | $4,028+303.5% |
| Admin fee / account holder | $6,748 | $6,277+7.5% | $10,009-32.6% | $5,403+24.9% |