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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 | $169,239 | $82,678+104.7% | $125,391+35.0% | $68,490+147.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.45% | -5.97%-12.5pp | 572.41%-590.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $14,494 | $3,382+328.5% | $4,816+201.0% | $2,597+458.2% |
| Participant deferral / active EE | $16,280 | $6,111+166.4% | $7,448+118.6% | $4,028+304.2% |
| Admin fee / account holder | $21,373 | $6,277+240.5% | $10,009+113.5% | $5,403+295.6% |