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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 | $164,894 | $82,678+99.4% | $125,391+31.5% | $68,490+140.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.79% | -5.97%-8.8pp | 572.41%-587.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $18,213 | $3,382+438.5% | $4,816+278.2% | $2,597+601.4% |
| Participant deferral / active EE | $5,516 | $6,111-9.7% | $7,448-25.9% | $4,028+36.9% |
| Admin fee / account holder | $269,868 | $6,277+4199.0% | $10,009+2596.4% | $5,403+4894.9% |