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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 | $197,500 | $82,674+138.9% | $125,363+57.5% | $68,495+188.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.33% | -5.97%-12.4pp | 572.15%-590.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $5,360 | $3,382+58.5% | $4,815+11.3% | $2,596+106.4% |
| Participant deferral / active EE | $9,765 | $6,111+59.8% | $7,447+31.1% | $4,028+142.5% |
| Admin fee / account holder | $1,053 | $6,276-83.2% | $10,005-89.5% | $5,403-80.5% |