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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 | $136,356 | $82,674+64.9% | $125,363+8.8% | $68,495+99.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.66% | -5.97%-12.7pp | 572.15%-590.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $13,874 | $3,382+310.3% | $4,815+188.2% | $2,596+434.3% |
| Participant deferral / active EE | $10,443 | $6,111+70.9% | $7,447+40.2% | $4,028+159.3% |
| Admin fee / account holder | $3,644 | $6,276-41.9% | $10,005-63.6% | $5,403-32.6% |