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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 | $191,761 | $59,116+224.4% | $86,438+121.8% | $68,486+180.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.76% | -0.23%-18.5pp | 4397.19%-4415.9pp | -7.85%-10.9pp |
| Employer contribution / active EE | $6,166 | $2,519+144.8% | $3,769+63.6% | $2,597+137.4% |
| Participant deferral / active EE | $7,310 | $5,902+23.9% | $6,952+5.1% | $4,028+81.5% |
| Admin fee / account holder | $25,056 | $5,639+344.4% | $6,733+272.1% | $5,404+363.7% |