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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 | $156,865 | $95,895+63.6% | $79,576+97.1% | $134,509+16.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.97% | -2.72%-14.3pp | 0.15%-17.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $13,872 | $3,128+343.4% | $2,413+474.8% | $4,741+192.6% |
| Participant deferral / active EE | $4,077 | $4,693-13.1% | $3,985+2.3% | $6,400-36.3% |
| Admin fee / account holder | $5,977 | $9,129-34.5% | $6,834-12.5% | $11,427-47.7% |