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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 | $171,903 | $82,674+107.9% | $125,381+37.1% | $68,486+151.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -2.73% | -5.97%+3.2pp | 572.31%-575.0pp | -7.85%+5.1pp |
| Employer contribution / active EE | $15,918 | $3,382+370.7% | $4,815+230.6% | $2,597+513.0% |
| Participant deferral / active EE | $15,367 | $6,111+151.5% | $7,448+106.3% | $4,028+281.5% |
| Admin fee / account holder | $2,240 | $6,277-64.3% | $10,007-77.6% | $5,404-58.6% |