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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 | $119,121 | $95,915+24.2% | $79,580+49.7% | $134,532-11.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.75% | -2.71%-14.0pp | 0.15%-16.9pp | 418.27%-435.0pp |
| Employer contribution / active EE | $12,162 | $3,129+288.7% | $2,413+403.9% | $4,741+156.5% |
| Participant deferral / active EE | $6,651 | $4,693+41.7% | $3,985+66.9% | $6,401+3.9% |
| Admin fee / account holder | $1,548 | $9,132-83.1% | $6,835-77.4% | $11,429-86.5% |