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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 | $104,920 | $82,678+26.9% | $125,391-16.3% | $68,490+53.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.47% | -5.97%-11.5pp | 572.41%-589.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $6,930 | $3,382+104.9% | $4,816+43.9% | $2,597+166.9% |
| Participant deferral / active EE | $7,337 | $6,111+20.1% | $7,448-1.5% | $4,028+82.2% |
| Admin fee / account holder | $2,805 | $6,277-55.3% | $10,009-72.0% | $5,403-48.1% |