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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 | $113,321 | $82,674+37.1% | $125,381-9.6% | $68,486+65.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.12% | -5.97%-9.1pp | 572.31%-587.4pp | -7.85%-7.3pp |
| Employer contribution / active EE | $7,171 | $3,382+112.1% | $4,815+48.9% | $2,597+176.2% |
| Participant deferral / active EE | $7,424 | $6,111+21.5% | $7,448-0.3% | $4,028+84.3% |
| Admin fee / account holder | $17,061 | $6,277+171.8% | $10,007+70.5% | $5,404+215.7% |