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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 | $223,878 | $95,915+133.4% | $79,580+181.3% | $134,532+66.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.23% | -2.71%-12.5pp | 0.15%-15.4pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,441 | $3,129-22.0% | $2,413+1.1% | $4,741-48.5% |
| Participant deferral / active EE | $10,862 | $4,693+131.4% | $3,985+172.5% | $6,401+69.7% |
| Admin fee / account holder | $4,188 | $9,132-54.1% | $6,835-38.7% | $11,429-63.4% |