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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 | $194,953 | $82,678+135.8% | $125,391+55.5% | $68,490+184.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.55% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $2,277 | $3,382-32.7% | $4,816-52.7% | $2,597-12.3% |
| Participant deferral / active EE | $8,919 | $6,111+45.9% | $7,448+19.7% | $4,028+121.4% |
| Admin fee / account holder | $21,283 | $6,277+239.0% | $10,009+112.6% | $5,403+293.9% |