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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 | $197,180 | $82,674+138.5% | $125,358+57.3% | $68,498+187.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.72% | -5.97%-6.8pp | 572.03%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $4,247 | $3,381+25.6% | $4,814-11.8% | $2,596+63.6% |
| Participant deferral / active EE | $12,700 | $6,111+107.8% | $7,447+70.5% | $4,027+215.3% |
| Admin fee / account holder | $6,971 | $6,276+11.1% | $10,007-30.3% | $5,403+29.0% |