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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 | $161,825 | $82,674+95.7% | $125,381+29.1% | $68,486+136.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.56% | -5.97%-6.6pp | 572.31%-584.9pp | -7.85%-4.7pp |
| Employer contribution / active EE | $4,441 | $3,382+31.3% | $4,815-7.8% | $2,597+71.0% |
| Participant deferral / active EE | $9,863 | $6,111+61.4% | $7,448+32.4% | $4,028+144.9% |
| Admin fee / account holder | $21,539 | $6,277+243.1% | $10,007+115.2% | $5,404+298.6% |