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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 | $233,567 | $82,678+182.5% | $125,391+86.3% | $68,490+241.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.09% | -5.97%-8.1pp | 572.41%-586.5pp | -7.85%-6.2pp |
| Employer contribution / active EE | $3,155 | $3,382-6.7% | $4,816-34.5% | $2,597+21.5% |
| Participant deferral / active EE | $7,846 | $6,111+28.4% | $7,448+5.3% | $4,028+94.8% |
| Admin fee / account holder | $14,494 | $6,277+130.9% | $10,009+44.8% | $5,403+168.3% |