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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 | $189,967 | $85,790+121.4% | $67,313+182.2% | $135,380+40.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.32% | -0.54%-7.8pp | -4.08%-4.2pp | 519.81%-528.1pp |
| Employer contribution / active EE | $4,638 | $3,487+33.0% | $2,566+80.8% | $4,779-2.9% |
| Participant deferral / active EE | $1,848 | $4,651-60.3% | $3,568-48.2% | $5,609-67.1% |
| Admin fee / account holder | $2,371 | $6,392-62.9% | $4,507-47.4% | $10,828-78.1% |