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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 | $140,392 | $82,678+69.8% | $125,391+12.0% | $68,490+105.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.02% | -5.97%-11.1pp | 572.41%-589.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $7,098 | $3,382+109.9% | $4,816+47.4% | $2,597+173.4% |
| Participant deferral / active EE | $4,103 | $6,111-32.9% | $7,448-44.9% | $4,028+1.9% |
| Admin fee / account holder | $14,023 | $6,277+123.4% | $10,009+40.1% | $5,403+159.5% |