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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 | $143,648 | $95,915+49.8% | $79,580+80.5% | $134,532+6.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.44% | -2.71%-13.7pp | 0.15%-16.6pp | 418.27%-434.7pp |
| Employer contribution / active EE | $12,586 | $3,129+302.3% | $2,413+421.5% | $4,741+165.5% |
| Participant deferral / active EE | $13,667 | $4,693+191.2% | $3,985+242.9% | $6,401+113.5% |
| Admin fee / account holder | $1,231 | $9,132-86.5% | $6,835-82.0% | $11,429-89.2% |