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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 | $165,100 | $95,915+72.1% | $79,580+107.5% | $134,532+22.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.25% | -2.71%-11.5pp | 0.15%-14.4pp | 418.27%-432.5pp |
| Employer contribution / active EE | $22,413 | $3,129+616.3% | $2,413+828.7% | $4,741+372.7% |
| Participant deferral / active EE | $4,433 | $4,693-5.5% | $3,985+11.2% | $6,401-30.7% |
| Admin fee / account holder | $985 | $9,132-89.2% | $6,835-85.6% | $11,429-91.4% |