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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 | $178,182 | $95,917+85.8% | $79,583+123.9% | $134,545+32.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.41% | -2.70%-13.7pp | 0.16%-16.6pp | 418.37%-434.8pp |
| Employer contribution / active EE | $7,635 | $3,129+144.0% | $2,414+216.3% | $4,742+61.0% |
| Participant deferral / active EE | $4,740 | $4,694+1.0% | $3,986+18.9% | $6,401-25.9% |
| Admin fee / account holder | $12,278 | $9,132+34.5% | $6,835+79.6% | $11,431+7.4% |