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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 | $105,641 | $53,162+98.7% | $91,227+15.8% | $68,490+54.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -13.72% | -3.14%-10.6pp | 114.14%-127.9pp | -7.85%-5.9pp |
| Employer contribution / active EE | $8,016 | $1,709+369.0% | $2,851+181.2% | $2,597+208.7% |
| Participant deferral / active EE | $3,922 | $2,974+31.9% | $4,234-7.4% | $4,028-2.6% |
| Admin fee / account holder | $11,211 | $4,493+149.5% | $5,423+106.7% | $5,403+107.5% |