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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 | $225,930 | $82,678+173.3% | $125,391+80.2% | $68,490+229.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.42% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,960 | $3,382-12.5% | $4,816-38.5% | $2,597+14.0% |
| Participant deferral / active EE | $12,277 | $6,111+100.9% | $7,448+64.8% | $4,028+204.8% |
| Admin fee / account holder | $7,222 | $6,277+15.1% | $10,009-27.8% | $5,403+33.7% |