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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 | $163,383 | $82,678+97.6% | $125,391+30.3% | $68,490+138.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.46% | -5.97%-12.5pp | 572.41%-590.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $4,485 | $3,382+32.6% | $4,816-6.9% | $2,597+72.7% |
| Participant deferral / active EE | $11,963 | $6,111+95.8% | $7,448+60.6% | $4,028+197.0% |
| Admin fee / account holder | $4,513 | $6,277-28.1% | $10,009-54.9% | $5,403-16.5% |