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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 | $138,815 | $82,678+67.9% | $125,391+10.7% | $68,490+102.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.35% | -5.97%-8.4pp | 572.41%-586.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $6,847 | $3,382+102.4% | $4,816+42.2% | $2,597+163.7% |
| Participant deferral / active EE | $11,881 | $6,111+94.4% | $7,448+59.5% | $4,028+195.0% |
| Admin fee / account holder | $2,941 | $6,277-53.2% | $10,009-70.6% | $5,403-45.6% |