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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 | $85,749 | $95,915-10.6% | $79,580+7.8% | $134,532-36.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.68% | -2.71%-16.0pp | 0.15%-18.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $11,866 | $3,129+279.2% | $2,413+391.7% | $4,741+150.3% |
| Participant deferral / active EE | $12,061 | $4,693+157.0% | $3,985+202.6% | $6,401+88.4% |
| Admin fee / account holder | $854 | $9,132-90.7% | $6,835-87.5% | $11,429-92.5% |