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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 | $190,611 | $95,915+98.7% | $79,580+139.5% | $134,532+41.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.90% | -2.71%-17.2pp | 0.15%-20.1pp | 418.27%-438.2pp |
| Employer contribution / active EE | $2,614 | $3,129-16.4% | $2,413+8.3% | $4,741-44.9% |
| Participant deferral / active EE | $4,673 | $4,693-0.4% | $3,985+17.2% | $6,401-27.0% |
| Admin fee / account holder | $2,362 | $9,132-74.1% | $6,835-65.4% | $11,429-79.3% |