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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 | $157,119 | $82,674+90.0% | $125,363+25.3% | $68,495+129.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.66% | -5.97%-12.7pp | 572.15%-590.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $5,623 | $3,382+66.3% | $4,815+16.8% | $2,596+116.6% |
| Participant deferral / active EE | $11,384 | $6,111+86.3% | $7,447+52.9% | $4,028+182.6% |
| Admin fee / account holder | $26,217 | $6,276+317.7% | $10,005+162.0% | $5,403+385.2% |