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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 | $218,947 | $82,674+164.8% | $125,381+74.6% | $68,486+219.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.39% | -5.97%-8.4pp | 572.31%-586.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $7,254 | $3,382+114.5% | $4,815+50.6% | $2,597+179.4% |
| Participant deferral / active EE | $10,696 | $6,111+75.0% | $7,448+43.6% | $4,028+165.6% |
| Admin fee / account holder | $1,786 | $6,277-71.5% | $10,007-82.1% | $5,404-66.9% |