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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 | $43,886 | $167,522-73.8% | $151,639-71.1% | $134,532-67.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -14.46% | 7.81%-22.3pp | 3.34%-17.8pp | 418.27%-432.7pp |
| Employer contribution / active EE | $13,197 | $6,828+93.3% | $6,165+114.1% | $4,741+178.3% |
| Participant deferral / active EE | $16,000 | $8,986+78.1% | $8,363+91.3% | $6,401+150.0% |
| Admin fee / account holder | $214,649 | $13,780+1457.7% | $11,613+1748.3% | $11,429+1778.2% |