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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 | $160,838 | $82,674+94.5% | $125,381+28.3% | $68,486+134.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.71% | -5.97%-6.7pp | 572.31%-585.0pp | -7.85%-4.9pp |
| Employer contribution / active EE | $11,125 | $3,382+229.0% | $4,815+131.0% | $2,597+328.5% |
| Participant deferral / active EE | $9,028 | $6,111+47.7% | $7,448+21.2% | $4,028+124.1% |
| Admin fee / account holder | $64,077 | $6,277+920.8% | $10,007+540.3% | $5,404+1085.8% |