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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 | $129,559 | $82,674+56.7% | $125,381+3.3% | $68,486+89.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.60% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $8,122 | $3,382+140.2% | $4,815+68.7% | $2,597+212.8% |
| Participant deferral / active EE | $7,179 | $6,111+17.5% | $7,448-3.6% | $4,028+78.2% |
| Admin fee / account holder | $25,268 | $6,277+302.6% | $10,007+152.5% | $5,404+367.6% |