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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 | $189,730 | $82,324+130.5% | $68,803+175.8% | $134,545+41.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.33% | -2.17%-18.2pp | -6.37%-14.0pp | 418.37%-438.7pp |
| Employer contribution / active EE | $4,466 | $3,302+35.3% | $2,656+68.2% | $4,742-5.8% |
| Participant deferral / active EE | $21,993 | $4,740+364.0% | $3,942+457.9% | $6,401+243.6% |
| Admin fee / account holder | $874 | $6,485-86.5% | $4,936-82.3% | $11,431-92.4% |