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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 | $160,310 | $82,674+93.9% | $125,381+27.9% | $68,486+134.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.94% | -5.97%-10.0pp | 572.31%-588.2pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,358 | $3,382-0.7% | $4,815-30.3% | $2,597+29.3% |
| Participant deferral / active EE | $11,128 | $6,111+82.1% | $7,448+49.4% | $4,028+176.3% |
| Admin fee / account holder | $30,682 | $6,277+388.8% | $10,007+206.6% | $5,404+467.8% |