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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 | $183,690 | $82,324+123.1% | $68,803+167.0% | $134,545+36.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.45% | -2.17%-14.3pp | -6.37%-10.1pp | 418.37%-434.8pp |
| Employer contribution / active EE | $4,290 | $3,302+29.9% | $2,656+61.5% | $4,742-9.5% |
| Participant deferral / active EE | $16,641 | $4,740+251.1% | $3,942+322.2% | $6,401+160.0% |
| Admin fee / account holder | $43,405 | $6,485+569.3% | $4,936+779.4% | $11,431+279.7% |