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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 | $88,180 | $95,917-8.1% | $79,583+10.8% | $134,545-34.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.07% | -2.70%-11.4pp | 0.16%-14.2pp | 418.37%-432.4pp |
| Employer contribution / active EE | $10,706 | $3,129+242.1% | $2,414+343.5% | $4,742+125.8% |
| Participant deferral / active EE | $2,945 | $4,694-37.3% | $3,986-26.1% | $6,401-54.0% |
| Admin fee / account holder | $338 | $9,132-96.3% | $6,835-95.1% | $11,431-97.0% |