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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 | $194,517 | $82,674+135.3% | $125,381+55.1% | $68,486+184.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.18% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $6,213 | $3,382+83.7% | $4,815+29.0% | $2,597+139.3% |
| Participant deferral / active EE | $11,112 | $6,111+81.8% | $7,448+49.2% | $4,028+175.9% |
| Admin fee / account holder | $20,618 | $6,277+228.5% | $10,007+106.0% | $5,404+281.5% |