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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 | $134,974 | $82,674+63.3% | $125,363+7.7% | $68,495+97.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.56% | -5.97%-10.6pp | 572.15%-588.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $9,879 | $3,382+192.1% | $4,815+105.2% | $2,596+280.5% |
| Participant deferral / active EE | $7,242 | $6,111+18.5% | $7,447-2.8% | $4,028+79.8% |
| Admin fee / account holder | $14,081 | $6,276+124.4% | $10,005+40.7% | $5,403+160.6% |