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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 | $137,611 | $91,911+49.7% | $68,612+100.6% | $135,379+1.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -2.14% | -8.22%+6.1pp | -4.63%+2.5pp | 519.79%-521.9pp |
| Employer contribution / active EE | $16,211 | $3,924+313.2% | $2,625+517.6% | $4,779+239.2% |
| Participant deferral / active EE | $6,254 | $4,315+44.9% | $3,311+88.9% | $5,609+11.5% |
| Admin fee / account holder | $14,509 | $9,240+57.0% | $5,131+182.8% | $10,828+34.0% |