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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 | $182,860 | $82,674+121.2% | $125,381+45.8% | $68,486+167.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.61% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.8pp |
| Employer contribution / active EE | $8,846 | $3,382+161.6% | $4,815+83.7% | $2,597+240.7% |
| Participant deferral / active EE | $10,863 | $6,111+77.8% | $7,448+45.9% | $4,028+169.7% |
| Admin fee / account holder | $1,747 | $6,277-72.2% | $10,007-82.5% | $5,404-67.7% |