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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 | $225,611 | $82,674+172.9% | $125,381+79.9% | $68,486+229.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.27% | -5.97%-11.3pp | 572.31%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $12,848 | $3,382+279.9% | $4,815+166.8% | $2,597+394.8% |
| Participant deferral / active EE | $14,771 | $6,111+141.7% | $7,448+98.3% | $4,028+266.7% |
| Admin fee / account holder | $17,422 | $6,277+177.6% | $10,007+74.1% | $5,404+222.4% |