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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 | $164,403 | $82,678+98.8% | $125,391+31.1% | $68,490+140.0% |
| Participation rate | 77.5% | 75.1%+2.4pp | 82.4%-4.9pp | 67.9%+9.6pp |
| Annual return | -18.36% | -5.97%-12.4pp | 572.41%-590.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $7,161 | $3,382+111.7% | $4,816+48.7% | $2,597+175.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $768 | $6,277-87.8% | $10,009-92.3% | $5,403-85.8% |