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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 | $193,129 | $88,596+118.0% | $70,098+175.5% | $134,509+43.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -10.51% | 442.67%-453.2pp | 190.76%-201.3pp | 418.13%-428.6pp |
| Employer contribution / active EE | $3,912 | $3,235+20.9% | $2,560+52.8% | $4,741-17.5% |
| Participant deferral / active EE | $6,114 | $4,772+28.1% | $3,849+58.8% | $6,400-4.5% |
| Admin fee / account holder | $13,824 | $10,441+32.4% | $6,266+120.6% | $11,427+21.0% |