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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 | $179,561 | $95,188+88.6% | $76,518+134.7% | $135,379+32.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.82% | 4.85%-13.7pp | -0.27%-8.6pp | 519.79%-528.6pp |
| Employer contribution / active EE | $11,104 | $3,303+236.2% | $2,647+319.5% | $4,779+132.4% |
| Participant deferral / active EE | $18,500 | $4,640+298.7% | $3,836+382.3% | $5,609+229.8% |
| Admin fee / account holder | $1,862 | $6,249-70.2% | $4,849-61.6% | $10,828-82.8% |