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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 | $170,297 | $82,314+106.9% | $68,808+147.5% | $134,532+26.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.89% | -2.18%-12.7pp | -6.37%-8.5pp | 418.27%-433.2pp |
| Employer contribution / active EE | $13,275 | $3,301+302.1% | $2,656+399.8% | $4,741+180.0% |
| Participant deferral / active EE | $2,433 | $4,740-48.7% | $3,942-38.3% | $6,401-62.0% |
| Admin fee / account holder | $435 | $6,484-93.3% | $4,936-91.2% | $11,429-96.2% |