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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 | $180,513 | $82,678+118.3% | $125,391+44.0% | $68,490+163.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.37% | -5.97%-13.4pp | 572.41%-591.8pp | -7.85%-11.5pp |
| Employer contribution / active EE | $9,177 | $3,382+171.3% | $4,816+90.6% | $2,597+253.4% |
| Participant deferral / active EE | $10,579 | $6,111+73.1% | $7,448+42.0% | $4,028+162.6% |
| Admin fee / account holder | $3,935 | $6,277-37.3% | $10,009-60.7% | $5,403-27.2% |