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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 | $179,902 | $95,188+89.0% | $76,518+135.1% | $135,380+32.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.82% | 4.85%-12.7pp | -0.27%-7.6pp | 519.81%-527.6pp |
| Employer contribution / active EE | $15,507 | $3,303+369.5% | $2,647+485.8% | $4,779+224.5% |
| Participant deferral / active EE | $8,167 | $4,640+76.0% | $3,836+112.9% | $5,609+45.6% |
| Admin fee / account holder | $7,025 | $6,249+12.4% | $4,849+44.9% | $10,828-35.1% |