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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 | $66,376 | $54,370+22.1% | $82,763-19.8% | $68,490-3.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.95% | -13.67%-2.3pp | 702.45%-718.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $4,578 | $2,219+106.3% | $3,008+52.2% | $2,597+76.3% |
| Participant deferral / active EE | $8,916 | $3,247+174.6% | $4,395+102.9% | $4,028+121.4% |
| Admin fee / account holder | $9,430 | $4,398+114.4% | $5,325+77.1% | $5,403+74.5% |