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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 | $186,482 | $95,895+94.5% | $79,576+134.3% | $134,509+38.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.94% | -2.72%-11.2pp | 0.15%-14.1pp | 418.13%-432.1pp |
| Employer contribution / active EE | $3,571 | $3,128+14.2% | $2,413+48.0% | $4,741-24.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,810 | $9,129-69.2% | $6,834-58.9% | $11,427-75.4% |