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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 | $196,722 | $91,536+114.9% | $130,062+51.3% | $75,177+161.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.71% | -631.62%+648.3pp | -137.37%+154.1pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,336 | $2,845-53.0% | $4,322-69.1% | $2,671-50.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,135 | $6,780-83.3% | $10,601-89.3% | $5,651-79.9% |