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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 | $156,623 | $82,674+89.4% | $125,381+24.9% | $68,486+128.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.52% | -5.97%-8.5pp | 572.31%-586.8pp | -7.85%-6.7pp |
| Employer contribution / active EE | $11,371 | $3,382+236.2% | $4,815+136.1% | $2,597+337.9% |
| Participant deferral / active EE | $10,080 | $6,111+65.0% | $7,448+35.3% | $4,028+150.3% |
| Admin fee / account holder | $1,085 | $6,277-82.7% | $10,007-89.2% | $5,404-79.9% |