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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 | $151,297 | $95,867+57.8% | $79,551+90.2% | $134,493+12.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.21% | -2.73%-16.5pp | 0.14%-19.4pp | 418.01%-437.2pp |
| Employer contribution / active EE | $9,376 | $3,128+199.8% | $2,413+288.6% | $4,740+97.8% |
| Participant deferral / active EE | $10,084 | $4,692+114.9% | $3,985+153.1% | $6,400+57.6% |
| Admin fee / account holder | $6,470 | $9,127-29.1% | $6,833-5.3% | $11,425-43.4% |