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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 | $107,172 | $99,032+8.2% | $80,022+33.9% | $135,380-20.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.69% | 15.39%-20.1pp | 11.22%-15.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $10,790 | $3,043+254.5% | $2,468+337.2% | $4,779+125.8% |
| Participant deferral / active EE | $12,690 | $4,282+196.3% | $3,686+244.3% | $5,609+126.2% |
| Admin fee / account holder | $67,866 | $10,436+550.3% | $6,521+940.7% | $10,828+526.8% |