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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 | $161,528 | $82,678+95.4% | $125,391+28.8% | $68,490+135.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.04% | -5.97%-10.1pp | 572.41%-588.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $9,047 | $3,382+167.5% | $4,816+87.9% | $2,597+248.4% |
| Participant deferral / active EE | $11,114 | $6,111+81.9% | $7,448+49.2% | $4,028+175.9% |
| Admin fee / account holder | $2,646 | $6,277-57.8% | $10,009-73.6% | $5,403-51.0% |