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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 | $190,164 | $53,546+255.1% | $69,890+172.1% | $68,490+177.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.40% | -13.87%-1.5pp | 190.84%-206.2pp | -7.85%-7.5pp |
| Employer contribution / active EE | $6,383 | $2,019+216.2% | $2,560+149.3% | $2,597+145.8% |
| Participant deferral / active EE | $5,351 | $2,957+81.0% | $3,848+39.0% | $4,028+32.8% |
| Admin fee / account holder | $4,961 | $4,693+5.7% | $6,267-20.8% | $5,403-8.2% |