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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 | $223,185 | $82,678+169.9% | $125,391+78.0% | $68,490+225.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.51% | -5.97%-10.5pp | 572.41%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $10,512 | $3,382+210.8% | $4,816+118.3% | $2,597+304.8% |
| Participant deferral / active EE | $7,983 | $6,111+30.6% | $7,448+7.2% | $4,028+98.2% |
| Admin fee / account holder | $2,091 | $6,277-66.7% | $10,009-79.1% | $5,403-61.3% |