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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 | $181,124 | $82,324+120.0% | $68,803+163.2% | $134,545+34.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.93% | -2.17%-13.8pp | -6.37%-9.6pp | 418.37%-434.3pp |
| Employer contribution / active EE | $4,608 | $3,302+39.6% | $2,656+73.5% | $4,742-2.8% |
| Participant deferral / active EE | $5,082 | $4,740+7.2% | $3,942+28.9% | $6,401-20.6% |
| Admin fee / account holder | $94,858 | $6,485+1362.7% | $4,936+1821.8% | $11,431+729.9% |