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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 | $168,608 | $82,678+103.9% | $125,391+34.5% | $68,490+146.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.82% | -5.97%-7.9pp | 572.41%-586.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $7,785 | $3,382+130.2% | $4,816+61.7% | $2,597+199.8% |
| Participant deferral / active EE | $9,523 | $6,111+55.8% | $7,448+27.9% | $4,028+136.4% |
| Admin fee / account holder | $3,358 | $6,277-46.5% | $10,009-66.5% | $5,403-37.9% |