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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 | $166,686 | $82,678+101.6% | $125,391+32.9% | $68,490+143.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.23% | -5.97%-10.3pp | 572.41%-588.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,664 | $3,382-21.2% | $4,816-44.7% | $2,597+2.6% |
| Participant deferral / active EE | $10,334 | $6,111+69.1% | $7,448+38.8% | $4,028+156.6% |
| Admin fee / account holder | $3,805 | $6,277-39.4% | $10,009-62.0% | $5,403-29.6% |