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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 | $151,870 | $82,678+83.7% | $125,391+21.1% | $68,490+121.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.84% | -5.97%-5.9pp | 572.41%-584.2pp | -7.85%-4.0pp |
| Employer contribution / active EE | $7,799 | $3,382+130.6% | $4,816+61.9% | $2,597+200.3% |
| Participant deferral / active EE | $10,066 | $6,111+64.7% | $7,448+35.2% | $4,028+149.9% |
| Admin fee / account holder | $2,717 | $6,277-56.7% | $10,009-72.9% | $5,403-49.7% |