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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 | $213,732 | $82,288+159.7% | $68,794+210.7% | $134,509+58.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.62% | -2.19%-18.4pp | -6.37%-14.2pp | 418.13%-438.8pp |
| Employer contribution / active EE | $1,662 | $3,301-49.7% | $2,656-37.4% | $4,741-64.9% |
| Participant deferral / active EE | $19,818 | $4,738+318.2% | $3,941+402.8% | $6,400+209.6% |
| Admin fee / account holder | $1,137 | $6,482-82.5% | $4,934-76.9% | $11,427-90.0% |