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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 | $62,478 | $95,917-34.9% | $79,583-21.5% | $134,545-53.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.16% | -2.70%-12.5pp | 0.16%-15.3pp | 418.37%-433.5pp |
| Employer contribution / active EE | $13,952 | $3,129+345.9% | $2,414+478.0% | $4,742+194.3% |
| Participant deferral / active EE | $11,063 | $4,694+135.7% | $3,986+177.6% | $6,401+72.8% |
| Admin fee / account holder | $14,071 | $9,132+54.1% | $6,835+105.9% | $11,431+23.1% |