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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 | $204,427 | $82,678+147.3% | $125,391+63.0% | $68,490+198.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.40% | -5.97%-7.4pp | 572.41%-585.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $8,347 | $3,382+146.8% | $4,816+73.3% | $2,597+221.5% |
| Participant deferral / active EE | $10,271 | $6,111+68.1% | $7,448+37.9% | $4,028+155.0% |
| Admin fee / account holder | $5,977 | $6,277-4.8% | $10,009-40.3% | $5,403+10.6% |