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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 | $211,295 | $95,895+120.3% | $79,576+165.5% | $134,509+57.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.48% | -2.72%-16.8pp | 0.15%-19.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $12,379 | $3,128+295.7% | $2,413+413.0% | $4,741+161.1% |
| Participant deferral / active EE | $3,857 | $4,693-17.8% | $3,985-3.2% | $6,400-39.7% |
| Admin fee / account holder | $6,965 | $9,129-23.7% | $6,834+1.9% | $11,427-39.0% |