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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 | $157,160 | $95,917+63.9% | $79,583+97.5% | $134,545+16.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.40% | -2.70%-16.7pp | 0.16%-19.6pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,975 | $3,129-36.9% | $2,414-18.2% | $4,742-58.4% |
| Participant deferral / active EE | $5,524 | $4,694+17.7% | $3,986+38.6% | $6,401-13.7% |
| Admin fee / account holder | $14,173 | $9,132+55.2% | $6,835+107.4% | $11,431+24.0% |