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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 | $223,220 | $82,674+170.0% | $125,363+78.1% | $68,495+225.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.38% | -5.97%-2.4pp | 572.15%-580.5pp | -7.84%-0.5pp |
| Employer contribution / active EE | $15,607 | $3,382+361.5% | $4,815+224.1% | $2,596+501.1% |
| Participant deferral / active EE | $9,746 | $6,111+59.5% | $7,447+30.9% | $4,028+142.0% |
| Admin fee / account holder | $119,256 | $6,276+1800.1% | $10,005+1091.9% | $5,403+2107.1% |