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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 | $88,793 | $95,867-7.4% | $79,551+11.6% | $134,493-34.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.91% | -2.73%-7.2pp | 0.14%-10.1pp | 418.01%-427.9pp |
| Employer contribution / active EE | $14,404 | $3,128+360.6% | $2,413+497.0% | $4,740+203.9% |
| Participant deferral / active EE | $5,004 | $4,692+6.6% | $3,985+25.6% | $6,400-21.8% |
| Admin fee / account holder | $43,702 | $9,127+378.8% | $6,833+539.6% | $11,425+282.5% |