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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 | $185,148 | $82,678+123.9% | $125,391+47.7% | $68,490+170.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.06% | -5.97%-9.1pp | 572.41%-587.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $5,917 | $3,382+74.9% | $4,816+22.9% | $2,597+127.9% |
| Participant deferral / active EE | $9,147 | $6,111+49.7% | $7,448+22.8% | $4,028+127.1% |
| Admin fee / account holder | $3,167 | $6,277-49.6% | $10,009-68.4% | $5,403-41.4% |