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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 | $239,979 | $82,678+190.3% | $125,391+91.4% | $68,490+250.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -1.59% | -5.97%+4.4pp | 572.41%-574.0pp | -7.85%+6.3pp |
| Employer contribution / active EE | $6,898 | $3,382+103.9% | $4,816+43.2% | $2,597+165.6% |
| Participant deferral / active EE | $10,403 | $6,111+70.2% | $7,448+39.7% | $4,028+158.3% |
| Admin fee / account holder | $3,886 | $6,277-38.1% | $10,009-61.2% | $5,403-28.1% |