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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 | $172,573 | $82,288+109.7% | $68,794+150.9% | $134,509+28.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.17% | -2.19%-10.0pp | -6.37%-5.8pp | 418.13%-430.3pp |
| Employer contribution / active EE | $27,019 | $3,301+718.6% | $2,656+917.5% | $4,741+470.0% |
| Participant deferral / active EE | $11,271 | $4,738+137.9% | $3,941+186.0% | $6,400+76.1% |
| Admin fee / account holder | $1,381 | $6,482-78.7% | $4,934-72.0% | $11,427-87.9% |