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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 | $198,834 | $95,895+107.3% | $79,576+149.9% | $134,509+47.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -5.44% | -2.72%-2.7pp | 0.15%-5.6pp | 418.13%-423.6pp |
| Employer contribution / active EE | $3,000 | $3,128-4.1% | $2,413+24.3% | $4,741-36.7% |
| Participant deferral / active EE | $8,185 | $4,693+74.4% | $3,985+105.4% | $6,400+27.9% |
| Admin fee / account holder | $3,158 | $9,129-65.4% | $6,834-53.8% | $11,427-72.4% |