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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 | $241,467 | $82,678+192.1% | $125,391+92.6% | $68,490+252.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.33% | -5.97%-6.4pp | 572.41%-584.7pp | -7.85%-4.5pp |
| Employer contribution / active EE | $17,514 | $3,382+417.8% | $4,816+263.7% | $2,597+574.5% |
| Participant deferral / active EE | $6,450 | $6,111+5.5% | $7,448-13.4% | $4,028+60.1% |
| Admin fee / account holder | $25,886 | $6,277+312.4% | $10,009+158.6% | $5,403+379.1% |