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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 | $183,156 | $92,219+98.6% | $76,768+138.6% | $135,379+35.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.06% | 5.46%-11.5pp | 2.43%-8.5pp | 519.79%-525.8pp |
| Employer contribution / active EE | $10,411 | $3,216+223.8% | $2,485+318.9% | $4,779+117.9% |
| Participant deferral / active EE | $4,115 | $4,508-8.7% | $3,852+6.8% | $5,609-26.6% |
| Admin fee / account holder | $720 | $10,749-93.3% | $6,675-89.2% | $10,828-93.4% |