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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 | $179,833 | $82,678+117.5% | $125,391+43.4% | $68,490+162.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.10% | -5.97%-13.1pp | 572.41%-591.5pp | -7.85%-11.2pp |
| Employer contribution / active EE | $6,689 | $3,382+97.8% | $4,816+38.9% | $2,597+157.6% |
| Participant deferral / active EE | $9,024 | $6,111+47.7% | $7,448+21.2% | $4,028+124.0% |
| Admin fee / account holder | $4,927 | $6,277-21.5% | $10,009-50.8% | $5,403-8.8% |