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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 | $186,211 | $85,790+117.1% | $67,313+176.6% | $135,380+37.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.32% | -0.54%-5.8pp | -4.08%-2.2pp | 519.81%-526.1pp |
| Employer contribution / active EE | $4,660 | $3,487+33.6% | $2,566+81.6% | $4,779-2.5% |
| Participant deferral / active EE | $9,301 | $4,651+100.0% | $3,568+160.7% | $5,609+65.8% |
| Admin fee / account holder | $4,466 | $6,392-30.1% | $4,507-0.9% | $10,828-58.8% |