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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 | $134,962 | $82,314+64.0% | $68,808+96.1% | $134,532+0.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.85% | -2.18%-16.7pp | -6.37%-12.5pp | 418.27%-437.1pp |
| Employer contribution / active EE | $4,606 | $3,301+39.5% | $2,656+73.4% | $4,741-2.8% |
| Participant deferral / active EE | $13,657 | $4,740+188.1% | $3,942+246.5% | $6,401+113.4% |
| Admin fee / account holder | $546 | $6,484-91.6% | $4,936-88.9% | $11,429-95.2% |