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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 | $200,053 | $97,027+106.2% | $83,323+140.1% | $135,382+47.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.29% | 12.31%-17.6pp | 10.63%-15.9pp | 519.77%-525.1pp |
| Employer contribution / active EE | $7,170 | $4,143+73.1% | $3,379+112.2% | $4,779+50.0% |
| Participant deferral / active EE | $10,969 | $5,964+83.9% | $5,565+97.1% | $5,609+95.6% |
| Admin fee / account holder | $558 | $8,427-93.4% | $7,539-92.6% | $10,829-94.8% |