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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 | $234,886 | $105,866+121.9% | $90,766+158.8% | $134,545+74.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.97% | -10.99%-7.0pp | -12.16%-5.8pp | 418.37%-436.3pp |
| Employer contribution / active EE | $6,081 | $3,464+75.6% | $2,922+108.1% | $4,742+28.3% |
| Participant deferral / active EE | $12,947 | $5,217+148.2% | $4,565+183.6% | $6,401+102.3% |
| Admin fee / account holder | $4,227 | $13,938-69.7% | $8,446-50.0% | $11,431-63.0% |