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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 | $174,732 | $95,915+82.2% | $79,580+119.6% | $134,532+29.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.81% | -2.71%-11.1pp | 0.15%-14.0pp | 418.27%-432.1pp |
| Employer contribution / active EE | $7,462 | $3,129+138.5% | $2,413+209.2% | $4,741+57.4% |
| Participant deferral / active EE | $5,731 | $4,693+22.1% | $3,985+43.8% | $6,401-10.5% |
| Admin fee / account holder | $3,605 | $9,132-60.5% | $6,835-47.3% | $11,429-68.5% |