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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 | $238,625 | $95,917+148.8% | $79,583+199.8% | $134,545+77.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.31% | -2.70%-9.6pp | 0.16%-12.5pp | 418.37%-430.7pp |
| Employer contribution / active EE | $12,567 | $3,129+301.6% | $2,414+420.6% | $4,742+165.0% |
| Participant deferral / active EE | $6,339 | $4,694+35.0% | $3,986+59.0% | $6,401-1.0% |
| Admin fee / account holder | $95,670 | $9,132+947.6% | $6,835+1299.6% | $11,431+737.0% |