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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 | $175,080 | $59,116+196.2% | $86,438+102.6% | $68,486+155.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.21% | -0.23%-17.0pp | 4397.19%-4414.4pp | -7.85%-9.4pp |
| Employer contribution / active EE | $8,064 | $2,519+220.2% | $3,769+113.9% | $2,597+210.6% |
| Participant deferral / active EE | $8,090 | $5,902+37.1% | $6,952+16.4% | $4,028+100.9% |
| Admin fee / account holder | $71,287 | $5,639+1164.3% | $6,733+958.8% | $5,404+1219.2% |