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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 | $199,073 | $105,866+88.0% | $90,766+119.3% | $134,545+48.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.50% | -10.99%-3.5pp | -12.16%-2.3pp | 418.37%-432.9pp |
| Employer contribution / active EE | $8,435 | $3,464+143.5% | $2,922+188.7% | $4,742+77.9% |
| Participant deferral / active EE | $5,754 | $5,217+10.3% | $4,565+26.0% | $6,401-10.1% |
| Admin fee / account holder | $29,832 | $13,938+114.0% | $8,446+253.2% | $11,431+161.0% |