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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 | $208,274 | $82,674+151.9% | $125,363+66.1% | $68,495+204.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.57% | -5.97%-12.6pp | 572.15%-590.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $6,255 | $3,382+85.0% | $4,815+29.9% | $2,596+140.9% |
| Participant deferral / active EE | $13,382 | $6,111+119.0% | $7,447+79.7% | $4,028+232.3% |
| Admin fee / account holder | $2,591 | $6,276-58.7% | $10,005-74.1% | $5,403-52.0% |