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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 | $235,457 | $105,867+122.4% | $90,760+159.4% | $134,532+75.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -4.54% | -10.99%+6.4pp | -12.16%+7.6pp | 418.27%-422.8pp |
| Employer contribution / active EE | $19,004 | $3,464+448.7% | $2,922+550.5% | $4,741+300.8% |
| Participant deferral / active EE | $6,326 | $5,217+21.2% | $4,565+38.6% | $6,401-1.2% |
| Admin fee / account holder | $21,746 | $13,936+56.0% | $8,444+157.5% | $11,429+90.3% |