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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 | $164,253 | $82,288+99.6% | $68,794+138.8% | $134,509+22.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.76% | -2.19%-16.6pp | -6.37%-12.4pp | 418.13%-436.9pp |
| Employer contribution / active EE | $3,552 | $3,301+7.6% | $2,656+33.7% | $4,741-25.1% |
| Participant deferral / active EE | $23,003 | $4,738+385.4% | $3,941+483.6% | $6,400+259.4% |
| Admin fee / account holder | $715 | $6,482-89.0% | $4,934-85.5% | $11,427-93.7% |