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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 | $227,357 | $82,314+176.2% | $68,808+230.4% | $134,532+69.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.43% | -2.18%-18.3pp | -6.37%-14.1pp | 418.27%-438.7pp |
| Employer contribution / active EE | $7,316 | $3,301+121.6% | $2,656+175.5% | $4,741+54.3% |
| Participant deferral / active EE | $14,099 | $4,740+197.5% | $3,942+257.7% | $6,401+120.3% |
| Admin fee / account holder | $32,021 | $6,484+393.8% | $4,936+548.8% | $11,429+180.2% |