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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 | $121,659 | $95,915+26.8% | $79,580+52.9% | $134,532-9.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.67% | -2.71%-15.0pp | 0.15%-17.8pp | 418.27%-435.9pp |
| Employer contribution / active EE | $2,626 | $3,129-16.1% | $2,413+8.8% | $4,741-44.6% |
| Participant deferral / active EE | $11,664 | $4,693+148.5% | $3,985+192.7% | $6,401+82.2% |
| Admin fee / account holder | $550 | $9,132-94.0% | $6,835-92.0% | $11,429-95.2% |