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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 | $193,014 | $82,678+133.5% | $125,391+53.9% | $68,490+181.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.91% | -5.97%-10.9pp | 572.41%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $6,744 | $3,382+99.4% | $4,816+40.0% | $2,597+159.7% |
| Participant deferral / active EE | $9,165 | $6,111+50.0% | $7,448+23.0% | $4,028+127.5% |
| Admin fee / account holder | $1,168 | $6,277-81.4% | $10,009-88.3% | $5,403-78.4% |