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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 | $235,803 | $142,409+65.6% | $119,634+97.1% | $134,545+75.3% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -18.31% | -12.46%-5.8pp | -14.98%-3.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $22,857 | $5,224+337.5% | $4,232+440.1% | $4,742+382.1% |
| Participant deferral / active EE | $12,857 | $6,468+98.8% | $5,601+129.5% | $6,401+100.9% |
| Admin fee / account holder | $1,578 | $13,594-88.4% | $10,329-84.7% | $11,431-86.2% |