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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 | $175,199 | $82,674+111.9% | $125,381+39.7% | $68,486+155.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.23% | -5.97%-6.3pp | 572.31%-584.5pp | -7.85%-4.4pp |
| Employer contribution / active EE | $2,877 | $3,382-14.9% | $4,815-40.3% | $2,597+10.8% |
| Participant deferral / active EE | $8,525 | $6,111+39.5% | $7,448+14.5% | $4,028+111.7% |
| Admin fee / account holder | $732 | $6,277-88.3% | $10,007-92.7% | $5,404-86.5% |