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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 | $243,339 | $82,678+194.3% | $125,391+94.1% | $68,490+255.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.37% | -5.97%-10.4pp | 572.41%-588.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $10,305 | $3,382+204.7% | $4,816+114.0% | $2,597+296.8% |
| Participant deferral / active EE | $12,891 | $6,111+110.9% | $7,448+73.1% | $4,028+220.0% |
| Admin fee / account holder | $1,040 | $6,277-83.4% | $10,009-89.6% | $5,403-80.8% |