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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 | $158,107 | $95,915+64.8% | $79,580+98.7% | $134,532+17.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.65% | -2.71%-14.9pp | 0.15%-17.8pp | 418.27%-435.9pp |
| Employer contribution / active EE | $10,135 | $3,129+223.9% | $2,413+319.9% | $4,741+113.8% |
| Participant deferral / active EE | $10,449 | $4,693+122.6% | $3,985+162.2% | $6,401+63.2% |
| Admin fee / account holder | $6,939 | $9,132-24.0% | $6,835+1.5% | $11,429-39.3% |