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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 | $185,951 | $85,790+116.8% | $67,313+176.3% | $135,380+37.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.04% | -0.54%-6.5pp | -4.08%-3.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $4,223 | $3,487+21.1% | $2,566+64.6% | $4,779-11.6% |
| Participant deferral / active EE | $11,473 | $4,651+146.7% | $3,568+221.5% | $5,609+104.5% |
| Admin fee / account holder | $8,143 | $6,392+27.4% | $4,507+80.7% | $10,828-24.8% |