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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 | $82,678+63.3% | $125,391+7.6% | $68,490+97.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.56% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $9,879 | $3,382+192.1% | $4,816+105.1% | $2,597+280.4% |
| Participant deferral / active EE | $7,242 | $6,111+18.5% | $7,448-2.8% | $4,028+79.8% |
| Admin fee / account holder | $14,081 | $6,277+124.3% | $10,009+40.7% | $5,403+160.6% |