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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 | $192,112 | $95,915+100.3% | $79,580+141.4% | $134,532+42.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.19% | -2.71%-14.5pp | 0.15%-17.3pp | 418.27%-435.5pp |
| Employer contribution / active EE | $17,033 | $3,129+444.4% | $2,413+605.7% | $4,741+259.3% |
| Participant deferral / active EE | $10,078 | $4,693+114.7% | $3,985+152.9% | $6,401+57.4% |
| Admin fee / account holder | $1,872 | $9,132-79.5% | $6,835-72.6% | $11,429-83.6% |