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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 | $133,405 | $92,219+44.7% | $76,767+73.8% | $135,380-1.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.97% | 5.46%-7.4pp | 2.43%-4.4pp | 519.81%-521.8pp |
| Employer contribution / active EE | $16,414 | $3,216+410.4% | $2,485+560.5% | $4,779+243.5% |
| Participant deferral / active EE | $10,747 | $4,508+138.4% | $3,852+179.0% | $5,609+91.6% |
| Admin fee / account holder | $101,550 | $10,749+844.7% | $6,675+1421.3% | $10,828+837.8% |