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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 | $153,209 | $82,674+85.3% | $125,381+22.2% | $68,486+123.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.10% | -5.97%-11.1pp | 572.31%-589.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $7,817 | $3,382+131.1% | $4,815+62.3% | $2,597+201.0% |
| Participant deferral / active EE | $14,555 | $6,111+138.2% | $7,448+95.4% | $4,028+261.4% |
| Admin fee / account holder | $26,141 | $6,277+316.5% | $10,007+161.2% | $5,404+383.7% |