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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 | $110,234 | $95,915+14.9% | $79,580+38.5% | $134,532-18.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.82% | -2.71%-12.1pp | 0.15%-15.0pp | 418.27%-433.1pp |
| Employer contribution / active EE | $6,338 | $3,129+102.6% | $2,413+162.6% | $4,741+33.7% |
| Participant deferral / active EE | $5,572 | $4,693+18.7% | $3,985+39.8% | $6,401-12.9% |
| Admin fee / account holder | $1,925 | $9,132-78.9% | $6,835-71.8% | $11,429-83.2% |