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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 | $86,671 | $69,012+25.6% | $160,009-45.8% | $68,486+26.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -13.41% | -9.65%-3.8pp | 408.85%-422.3pp | -7.85%-5.6pp |
| Employer contribution / active EE | $12,772 | $2,212+477.3% | $4,225+202.3% | $2,597+391.9% |
| Participant deferral / active EE | $17,299 | $4,212+310.8% | $6,183+179.8% | $4,028+329.5% |
| Admin fee / account holder | $8,456 | $4,798+76.2% | $8,715-3.0% | $5,404+56.5% |