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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 | $142,062 | $82,678+71.8% | $125,391+13.3% | $68,490+107.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.39% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $5,079 | $3,382+50.2% | $4,816+5.5% | $2,597+95.6% |
| Participant deferral / active EE | $12,927 | $6,111+111.5% | $7,448+73.6% | $4,028+220.9% |
| Admin fee / account holder | $27,633 | $6,277+340.2% | $10,009+176.1% | $5,403+411.4% |