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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 | $191,935 | $95,917+100.1% | $79,583+141.2% | $134,545+42.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.71% | -2.70%-14.0pp | 0.16%-16.9pp | 418.37%-435.1pp |
| Employer contribution / active EE | $10,022 | $3,129+220.3% | $2,414+315.2% | $4,742+111.4% |
| Participant deferral / active EE | $13,512 | $4,694+187.9% | $3,986+239.0% | $6,401+111.1% |
| Admin fee / account holder | $1,076 | $9,132-88.2% | $6,835-84.3% | $11,431-90.6% |