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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 | $243,326 | $82,678+194.3% | $125,391+94.1% | $68,490+255.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.87% | -5.97%-7.9pp | 572.41%-586.3pp | -7.85%-6.0pp |
| Employer contribution / active EE | $6,500 | $3,382+92.2% | $4,816+35.0% | $2,597+150.3% |
| Participant deferral / active EE | $5,479 | $6,111-10.3% | $7,448-26.4% | $4,028+36.0% |
| Admin fee / account holder | $33,147 | $6,277+428.0% | $10,009+231.2% | $5,403+513.5% |