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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 | $155,127 | $82,678+87.6% | $125,391+23.7% | $68,490+126.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.74% | -5.97%-5.8pp | 572.41%-584.1pp | -7.85%-3.9pp |
| Employer contribution / active EE | $5,217 | $3,382+54.2% | $4,816+8.3% | $2,597+100.9% |
| Participant deferral / active EE | $12,804 | $6,111+109.5% | $7,448+71.9% | $4,028+217.9% |
| Admin fee / account holder | $16,950 | $6,277+170.0% | $10,009+69.3% | $5,403+213.7% |