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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 | $198,893 | $82,678+140.6% | $125,391+58.6% | $68,490+190.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -5.13% | -5.97%+0.8pp | 572.41%-577.5pp | -7.85%+2.7pp |
| Employer contribution / active EE | $10,169 | $3,382+200.7% | $4,816+111.2% | $2,597+291.6% |
| Participant deferral / active EE | $5,996 | $6,111-1.9% | $7,448-19.5% | $4,028+48.9% |
| Admin fee / account holder | $25,122 | $6,277+300.2% | $10,009+151.0% | $5,403+365.0% |