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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 | $95,286 | $87,016+9.5% | $63,244+50.7% | $125,389-24.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 8.33% | 21.71%-13.4pp | -70.31%+78.6pp | 282.24%-273.9pp |
| Employer contribution / active EE | $12,500 | $3,601+247.1% | $2,322+438.3% | $4,866+156.9% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,857 | $11,954-76.1% | $5,893-51.5% | $9,541-70.1% |