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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 | $158,442 | $82,674+91.6% | $125,363+26.4% | $68,495+131.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.02% | -5.97%-10.1pp | 572.15%-588.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $11,066 | $3,382+227.2% | $4,815+129.8% | $2,596+326.2% |
| Participant deferral / active EE | $12,560 | $6,111+105.5% | $7,447+68.7% | $4,028+211.9% |
| Admin fee / account holder | $1,307 | $6,276-79.2% | $10,005-86.9% | $5,403-75.8% |