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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 | $181,572 | $82,674+119.6% | $125,381+44.8% | $68,486+165.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.25% | -5.97%-10.3pp | 572.31%-588.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $18,317 | $3,382+441.6% | $4,815+280.4% | $2,597+605.4% |
| Participant deferral / active EE | $18,664 | $6,111+205.4% | $7,448+150.6% | $4,028+363.4% |
| Admin fee / account holder | $5,313 | $6,277-15.4% | $10,007-46.9% | $5,404-1.7% |