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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 | $211,875 | $129,960+63.0% | $104,299+103.1% | $134,545+57.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.92% | 42.06%-58.0pp | 24.62%-40.5pp | 418.37%-434.3pp |
| Employer contribution / active EE | $9,874 | $4,186+135.9% | $3,373+192.7% | $4,742+108.2% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,911 | $9,324-79.5% | $7,339-74.0% | $11,431-83.3% |