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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 | $175,041 | $69,012+153.6% | $160,009+9.4% | $68,486+155.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.67% | -9.65%-7.0pp | 408.85%-425.5pp | -7.85%-8.8pp |
| Employer contribution / active EE | $15,670 | $2,212+608.3% | $4,225+270.9% | $2,597+503.5% |
| Participant deferral / active EE | $21,263 | $4,212+404.9% | $6,183+243.9% | $4,028+427.9% |
| Admin fee / account holder | $18,160 | $4,798+278.4% | $8,715+108.4% | $5,404+236.1% |