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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 | $227,821 | $95,915+137.5% | $79,580+186.3% | $134,532+69.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $3,238 | $3,129+3.5% | $2,413+34.2% | $4,741-31.7% |
| Participant deferral / active EE | $14,558 | $4,693+210.2% | $3,985+265.3% | $6,401+127.4% |
| Admin fee / account holder | $2,344 | $9,132-74.3% | $6,835-65.7% | $11,429-79.5% |