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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 | $246,062 | $95,917+156.5% | $79,583+209.2% | $134,545+82.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.95% | -2.70%-15.2pp | 0.16%-18.1pp | 418.37%-436.3pp |
| Employer contribution / active EE | $900 | $3,129-71.2% | $2,414-62.7% | $4,742-81.0% |
| Participant deferral / active EE | $2,291 | $4,694-51.2% | $3,986-42.5% | $6,401-64.2% |
| Admin fee / account holder | $16,782 | $9,132+83.8% | $6,835+145.5% | $11,431+46.8% |