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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 | $79,778 | $57,352+39.1% | $83,831-4.8% | $64,173+24.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.27% | 11.38%-19.7pp | 850.99%-859.3pp | 7.63%-15.9pp |
| Employer contribution / active EE | $3,372 | $2,546+32.5% | $3,631-7.1% | $2,381+41.6% |
| Participant deferral / active EE | $5,625 | $2,993+87.9% | $4,082+37.8% | $3,470+62.1% |
| Admin fee / account holder | $2,813 | $4,046-30.5% | $5,479-48.7% | $4,887-42.4% |