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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 | $154,605 | $95,917+61.2% | $79,583+94.3% | $134,545+14.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.19% | -2.70%-4.5pp | 0.16%-7.3pp | 418.37%-425.6pp |
| Employer contribution / active EE | $13,903 | $3,129+344.3% | $2,414+476.0% | $4,742+193.2% |
| Participant deferral / active EE | $4,140 | $4,694-11.8% | $3,986+3.9% | $6,401-35.3% |
| Admin fee / account holder | $16,887 | $9,132+84.9% | $6,835+147.1% | $11,431+47.7% |