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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 | $175,317 | $105,866+65.6% | $90,766+93.2% | $134,545+30.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.87% | -10.99%-6.9pp | -12.16%-5.7pp | 418.37%-436.2pp |
| Employer contribution / active EE | $9,123 | $3,464+163.4% | $2,922+212.2% | $4,742+92.4% |
| Participant deferral / active EE | $6,265 | $5,217+20.1% | $4,565+37.2% | $6,401-2.1% |
| Admin fee / account holder | $2,138 | $13,938-84.7% | $8,446-74.7% | $11,431-81.3% |