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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 | $242,344 | $82,678+193.1% | $125,391+93.3% | $68,490+253.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.29% | -5.97%-13.3pp | 572.41%-591.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $8,313 | $3,382+145.8% | $4,816+72.6% | $2,597+220.2% |
| Participant deferral / active EE | $9,330 | $6,111+52.7% | $7,448+25.3% | $4,028+131.6% |
| Admin fee / account holder | $4,177 | $6,277-33.5% | $10,009-58.3% | $5,403-22.7% |