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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 | $213,360 | $82,678+158.1% | $125,391+70.2% | $68,490+211.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.99% | -5.97%-13.0pp | 572.41%-591.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $4,716 | $3,382+39.4% | $4,816-2.1% | $2,597+81.6% |
| Participant deferral / active EE | $5,043 | $6,111-17.5% | $7,448-32.3% | $4,028+25.2% |
| Admin fee / account holder | $5,443 | $6,277-13.3% | $10,009-45.6% | $5,403+0.8% |