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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 | $192,017 | $82,674+132.3% | $125,363+53.2% | $68,495+180.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.33% | -5.97%-8.4pp | 572.15%-586.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $5,856 | $3,382+73.2% | $4,815+21.6% | $2,596+125.6% |
| Participant deferral / active EE | $16,881 | $6,111+176.2% | $7,447+126.7% | $4,028+319.1% |
| Admin fee / account holder | $54,002 | $6,276+760.4% | $10,005+439.7% | $5,403+899.4% |