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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 | $191,347 | $82,678+131.4% | $125,391+52.6% | $68,490+179.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.14% | -5.97%-10.2pp | 572.41%-588.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $6,391 | $3,382+89.0% | $4,816+32.7% | $2,597+146.1% |
| Participant deferral / active EE | $10,994 | $6,111+79.9% | $7,448+47.6% | $4,028+173.0% |
| Admin fee / account holder | $1,442 | $6,277-77.0% | $10,009-85.6% | $5,403-73.3% |