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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 | $144,657 | $82,674+75.0% | $125,363+15.4% | $68,495+111.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.30% | -5.97%-12.3pp | 572.15%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $14,674 | $3,382+333.9% | $4,815+204.8% | $2,596+465.1% |
| Participant deferral / active EE | $13,165 | $6,111+115.4% | $7,447+76.8% | $4,028+226.9% |
| Admin fee / account holder | $1,123 | $6,276-82.1% | $10,005-88.8% | $5,403-79.2% |