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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 | $225,417 | $82,678+172.6% | $125,391+79.8% | $68,490+229.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.66% | -5.97%-7.7pp | 572.41%-586.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $16,216 | $3,382+379.5% | $4,816+236.7% | $2,597+524.5% |
| Participant deferral / active EE | $13,035 | $6,111+113.3% | $7,448+75.0% | $4,028+223.6% |
| Admin fee / account holder | $10,277 | $6,277+63.7% | $10,009+2.7% | $5,403+90.2% |