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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 | $217,341 | $82,674+162.9% | $125,381+73.3% | $68,486+217.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.00% | -5.97%-7.0pp | 572.31%-585.3pp | -7.85%-5.1pp |
| Employer contribution / active EE | $6,110 | $3,382+80.7% | $4,815+26.9% | $2,597+135.3% |
| Participant deferral / active EE | $7,166 | $6,111+17.3% | $7,448-3.8% | $4,028+77.9% |
| Admin fee / account holder | $1,516 | $6,277-75.9% | $10,007-84.9% | $5,404-71.9% |