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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 | $195,463 | $82,674+136.4% | $125,381+55.9% | $68,486+185.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.23% | -5.97%-11.3pp | 572.31%-589.5pp | -7.85%-9.4pp |
| Employer contribution / active EE | $13,403 | $3,382+296.3% | $4,815+178.3% | $2,597+416.2% |
| Participant deferral / active EE | $11,331 | $6,111+85.4% | $7,448+52.1% | $4,028+181.3% |
| Admin fee / account holder | $2,413 | $6,277-61.6% | $10,007-75.9% | $5,404-55.3% |