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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 | $224,863 | $82,678+172.0% | $125,391+79.3% | $68,490+228.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.69% | -5.97%-10.7pp | 572.41%-589.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $21,564 | $3,382+537.6% | $4,816+347.8% | $2,597+730.4% |
| Participant deferral / active EE | $12,665 | $6,111+107.2% | $7,448+70.0% | $4,028+214.4% |
| Admin fee / account holder | $1,927 | $6,277-69.3% | $10,009-80.7% | $5,403-64.3% |