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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 | $198,133 | $82,314+140.7% | $68,808+187.9% | $134,532+47.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.25% | -2.18%-13.1pp | -6.37%-8.9pp | 418.27%-433.5pp |
| Employer contribution / active EE | $4,772 | $3,301+44.6% | $2,656+79.7% | $4,741+0.7% |
| Participant deferral / active EE | $11,560 | $4,740+143.9% | $3,942+193.2% | $6,401+80.6% |
| Admin fee / account holder | $7,611 | $6,484+17.4% | $4,936+54.2% | $11,429-33.4% |