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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 | $91,868 | $82,674+11.1% | $125,363-26.7% | $68,495+34.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.59% | -5.97%-9.6pp | 572.15%-587.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $8,893 | $3,382+163.0% | $4,815+84.7% | $2,596+242.5% |
| Participant deferral / active EE | $12,085 | $6,111+97.8% | $7,447+62.3% | $4,028+200.1% |
| Admin fee / account holder | $9,907 | $6,276+57.8% | $10,005-1.0% | $5,403+83.4% |