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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 | $184,440 | $100,792+83.0% | $86,691+112.8% | $134,509+37.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.63% | 29.08%-46.7pp | 35.94%-53.6pp | 418.13%-435.8pp |
| Employer contribution / active EE | $907 | $3,491-74.0% | $2,837-68.0% | $4,741-80.9% |
| Participant deferral / active EE | $2,238 | $5,339-58.1% | $4,656-51.9% | $6,400-65.0% |
| Admin fee / account holder | $32,908 | $10,924+201.2% | $7,492+339.2% | $11,427+188.0% |