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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 | $96,763 | $82,674+17.0% | $125,381-22.8% | $68,486+41.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.78% | -5.97%-12.8pp | 572.31%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $9,136 | $3,382+170.1% | $4,815+89.7% | $2,597+251.8% |
| Participant deferral / active EE | $13,479 | $6,111+120.6% | $7,448+81.0% | $4,028+234.7% |
| Admin fee / account holder | $515 | $6,277-91.8% | $10,007-94.9% | $5,404-90.5% |