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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 | $119,543 | $95,917+24.6% | $79,583+50.2% | $134,545-11.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.17% | -2.70%-14.5pp | 0.16%-17.3pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,179 | $3,129-62.3% | $2,414-51.2% | $4,742-75.1% |
| Participant deferral / active EE | $8,493 | $4,694+80.9% | $3,986+113.1% | $6,401+32.7% |
| Admin fee / account holder | $1,490 | $9,132-83.7% | $6,835-78.2% | $11,431-87.0% |