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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 | $215,567 | $93,117+131.5% | $77,096+179.6% | $134,532+60.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.44% | 62.67%-79.1pp | 42.35%-58.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $15,254 | $3,420+346.0% | $2,814+442.0% | $4,741+221.7% |
| Participant deferral / active EE | $1,855 | $5,241-64.6% | $4,429-58.1% | $6,401-71.0% |
| Admin fee / account holder | $48,230 | $6,948+594.2% | $5,428+788.5% | $11,429+322.0% |