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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 | $177,209 | $82,678+114.3% | $125,391+41.3% | $68,490+158.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.63% | -5.97%-7.7pp | 572.41%-586.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $9,480 | $3,382+180.3% | $4,816+96.9% | $2,597+265.1% |
| Participant deferral / active EE | $10,839 | $6,111+77.4% | $7,448+45.5% | $4,028+169.1% |
| Admin fee / account holder | $11,410 | $6,277+81.8% | $10,009+14.0% | $5,403+111.2% |