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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 | $192,964 | $95,867+101.3% | $79,551+142.6% | $134,493+43.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.72% | -2.73%-12.0pp | 0.14%-14.9pp | 418.01%-432.7pp |
| Employer contribution / active EE | $8,488 | $3,128+171.4% | $2,413+251.8% | $4,740+79.1% |
| Participant deferral / active EE | $7,346 | $4,692+56.6% | $3,985+84.4% | $6,400+14.8% |
| Admin fee / account holder | $47,667 | $9,127+422.3% | $6,833+597.6% | $11,425+317.2% |