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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 | $165,249 | $95,915+72.3% | $79,580+107.7% | $134,532+22.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.50% | -2.71%-14.8pp | 0.15%-17.7pp | 418.27%-435.8pp |
| Employer contribution / active EE | $10,449 | $3,129+234.0% | $2,413+332.9% | $4,741+120.4% |
| Participant deferral / active EE | $7,736 | $4,693+64.8% | $3,985+94.1% | $6,401+20.9% |
| Admin fee / account holder | $856 | $9,132-90.6% | $6,835-87.5% | $11,429-92.5% |