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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 | $217,327 | $95,915+126.6% | $79,580+173.1% | $134,532+61.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.46% | -2.71%-12.7pp | 0.15%-15.6pp | 418.27%-433.7pp |
| Employer contribution / active EE | $3,447 | $3,129+10.2% | $2,413+42.8% | $4,741-27.3% |
| Participant deferral / active EE | $7,969 | $4,693+69.8% | $3,985+100.0% | $6,401+24.5% |
| Admin fee / account holder | $37,649 | $9,132+312.3% | $6,835+450.8% | $11,429+229.4% |