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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 | $170,352 | $95,867+77.7% | $79,551+114.1% | $134,493+26.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.42% | -2.73%-13.7pp | 0.14%-16.6pp | 418.01%-434.4pp |
| Employer contribution / active EE | $4,930 | $3,128+57.6% | $2,413+104.3% | $4,740+4.0% |
| Participant deferral / active EE | $8,020 | $4,692+70.9% | $3,985+101.3% | $6,400+25.3% |
| Admin fee / account holder | $3,929 | $9,127-57.0% | $6,833-42.5% | $11,425-65.6% |