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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 | $163,005 | $82,678+97.2% | $125,391+30.0% | $68,490+138.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.65% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $8,878 | $3,382+162.5% | $4,816+84.4% | $2,597+241.9% |
| Participant deferral / active EE | $9,132 | $6,111+49.4% | $7,448+22.6% | $4,028+126.7% |
| Admin fee / account holder | $1,672 | $6,277-73.4% | $10,009-83.3% | $5,403-69.0% |