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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 | $167,446 | $82,678+102.5% | $125,391+33.5% | $68,490+144.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.40% | -5.97%-2.4pp | 572.41%-580.8pp | -7.85%-0.5pp |
| Employer contribution / active EE | $17,738 | $3,382+424.4% | $4,816+268.3% | $2,597+583.1% |
| Participant deferral / active EE | $8,198 | $6,111+34.1% | $7,448+10.1% | $4,028+103.5% |
| Admin fee / account holder | $110,823 | $6,277+1665.4% | $10,009+1007.3% | $5,403+1951.2% |