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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 | $170,999 | $95,917+78.3% | $79,583+114.9% | $134,545+27.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.38% | -2.70%-9.7pp | 0.16%-12.5pp | 418.37%-430.8pp |
| Employer contribution / active EE | $5,830 | $3,129+86.3% | $2,414+141.6% | $4,742+23.0% |
| Participant deferral / active EE | $12,622 | $4,694+168.9% | $3,986+216.7% | $6,401+97.2% |
| Admin fee / account holder | $1,924 | $9,132-78.9% | $6,835-71.9% | $11,431-83.2% |