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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 | $98,951 | $82,674+19.7% | $125,381-21.1% | $68,486+44.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.30% | -5.97%-8.3pp | 572.31%-586.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $6,631 | $3,382+96.1% | $4,815+37.7% | $2,597+155.4% |
| Participant deferral / active EE | $3,353 | $6,111-45.1% | $7,448-55.0% | $4,028-16.8% |
| Admin fee / account holder | $21,140 | $6,277+236.8% | $10,007+111.2% | $5,404+291.2% |