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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 | $155,116 | $82,678+87.6% | $125,391+23.7% | $68,490+126.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.10% | -5.97%-9.1pp | 572.41%-587.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $3,333 | $3,382-1.4% | $4,816-30.8% | $2,597+28.4% |
| Participant deferral / active EE | $5,579 | $6,111-8.7% | $7,448-25.1% | $4,028+38.5% |
| Admin fee / account holder | $17,166 | $6,277+173.5% | $10,009+71.5% | $5,403+217.7% |