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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 | $230,947 | $82,678+179.3% | $125,391+84.2% | $68,490+237.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.66% | -5.97%-5.7pp | 572.41%-584.1pp | -7.85%-3.8pp |
| Employer contribution / active EE | $2,150 | $3,382-36.4% | $4,816-55.4% | $2,597-17.2% |
| Participant deferral / active EE | $9,372 | $6,111+53.4% | $7,448+25.8% | $4,028+132.7% |
| Admin fee / account holder | $15,662 | $6,277+149.5% | $10,009+56.5% | $5,403+189.9% |