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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 | $166,732 | $82,678+101.7% | $125,391+33.0% | $68,490+143.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.56% | -5.97%-12.6pp | 572.41%-591.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $3,758 | $3,382+11.1% | $4,816-22.0% | $2,597+44.7% |
| Participant deferral / active EE | $9,152 | $6,111+49.8% | $7,448+22.9% | $4,028+127.2% |
| Admin fee / account holder | $10,521 | $6,277+67.6% | $10,009+5.1% | $5,403+94.7% |