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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 | $150,595 | $69,012+118.2% | $160,037-5.9% | $68,490+119.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -13.20% | -9.65%-3.6pp | 408.95%-422.2pp | -7.85%-5.3pp |
| Employer contribution / active EE | $4,525 | $2,212+104.5% | $4,226+7.1% | $2,597+74.3% |
| Participant deferral / active EE | $12,330 | $4,212+192.8% | $6,184+99.4% | $4,028+206.1% |
| Admin fee / account holder | $40,751 | $4,798+749.3% | $8,716+367.5% | $5,403+654.2% |