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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 | $92,731 | $82,678+12.2% | $125,391-26.0% | $68,490+35.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.19% | -5.97%-2.2pp | 572.41%-580.6pp | -7.85%-0.3pp |
| Employer contribution / active EE | $11,699 | $3,382+245.9% | $4,816+142.9% | $2,597+350.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $32,523 | $6,277+418.1% | $10,009+225.0% | $5,403+502.0% |