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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 | $135,651 | $90,590+49.7% | $90,782+49.4% | $135,380+0.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -5.29% | -3.40%-1.9pp | -3.42%-1.9pp | 519.81%-525.1pp |
| Employer contribution / active EE | $18,657 | $4,352+328.7% | $4,105+354.5% | $4,779+290.4% |
| Participant deferral / active EE | $7,127 | $5,407+31.8% | $5,366+32.8% | $5,609+27.1% |
| Admin fee / account holder | $655 | $7,683-91.5% | $5,908-88.9% | $10,828-93.9% |