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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 | $141,522 | $85,790+65.0% | $67,313+110.2% | $135,379+4.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.19% | -0.54%-5.7pp | -4.08%-2.1pp | 519.79%-526.0pp |
| Employer contribution / active EE | $2,694 | $3,487-22.7% | $2,566+5.0% | $4,779-43.6% |
| Participant deferral / active EE | $13,420 | $4,651+188.5% | $3,568+276.1% | $5,609+139.3% |
| Admin fee / account holder | $54,133 | $6,392+746.8% | $4,507+1101.1% | $10,828+399.9% |