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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 | $121,128 | $95,915+26.3% | $79,580+52.2% | $134,532-10.0% |
| 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 | $6,860 | $3,129+119.3% | $2,413+184.2% | $4,741+44.7% |
| Participant deferral / active EE | $4,000 | $4,693-14.8% | $3,985+0.4% | $6,401-37.5% |
| Admin fee / account holder | $1,238 | $9,132-86.4% | $6,835-81.9% | $11,429-89.2% |