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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 | $187,132 | $124,346+50.5% | $111,308+68.1% | $167,536+11.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,802 | $3,437-47.6% | $2,732-34.0% | $4,839-62.8% |
| Participant deferral / active EE | $3,589 | $5,182-30.7% | $4,487-20.0% | $6,342-43.4% |
| Admin fee / account holder | $23,064 | $10,621+117.1% | $7,965+189.6% | $12,315+87.3% |