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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 | $249,664 | $82,678+202.0% | $125,391+99.1% | $68,490+264.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -7.61% | -5.97%-1.6pp | 572.41%-580.0pp | -7.85%+0.2pp |
| Employer contribution / active EE | $8,538 | $3,382+152.4% | $4,816+77.3% | $2,597+228.8% |
| Participant deferral / active EE | $8,039 | $6,111+31.5% | $7,448+7.9% | $4,028+99.6% |
| Admin fee / account holder | $1,364 | $6,277-78.3% | $10,009-86.4% | $5,403-74.8% |