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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 | $202,645 | $82,674+145.1% | $125,363+61.6% | $68,495+195.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.22% | -5.97%-10.2pp | 572.15%-588.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $12,761 | $3,382+277.4% | $4,815+165.1% | $2,596+391.5% |
| Participant deferral / active EE | $11,386 | $6,111+86.3% | $7,447+52.9% | $4,028+182.7% |
| Admin fee / account holder | $602 | $6,276-90.4% | $10,005-94.0% | $5,403-88.9% |