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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 | $168,582 | $95,915+75.8% | $79,580+111.8% | $134,532+25.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.91% | -2.71%-14.2pp | 0.15%-17.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $9,243 | $3,129+195.4% | $2,413+283.0% | $4,741+95.0% |
| Participant deferral / active EE | $5,487 | $4,693+16.9% | $3,985+37.7% | $6,401-14.3% |
| Admin fee / account holder | $1,801 | $9,132-80.3% | $6,835-73.6% | $11,429-84.2% |