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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 | $247,669 | $82,678+199.6% | $125,391+97.5% | $68,490+261.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.75% | -5.97%-12.8pp | 572.41%-591.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $5,015 | $3,382+48.3% | $4,816+4.1% | $2,597+93.1% |
| Participant deferral / active EE | $8,779 | $6,111+43.6% | $7,448+17.9% | $4,028+118.0% |
| Admin fee / account holder | $28,591 | $6,277+355.5% | $10,009+185.7% | $5,403+429.2% |