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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 | $166,740 | $69,012+141.6% | $160,037+4.2% | $68,490+143.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -15.91% | -9.65%-6.3pp | 408.95%-424.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $6,508 | $2,212+194.2% | $4,226+54.0% | $2,597+150.6% |
| Participant deferral / active EE | $12,844 | $4,212+205.0% | $6,184+107.7% | $4,028+218.9% |
| Admin fee / account holder | $13,580 | $4,798+183.0% | $8,716+55.8% | $5,403+151.3% |