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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 | $96,880 | $82,314+17.7% | $68,808+40.8% | $134,532-28.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -8.89% | -2.18%-6.7pp | -6.37%-2.5pp | 418.27%-427.2pp |
| Employer contribution / active EE | $10,311 | $3,301+212.3% | $2,656+288.2% | $4,741+117.5% |
| Participant deferral / active EE | $6,716 | $4,740+41.7% | $3,942+70.4% | $6,401+4.9% |
| Admin fee / account holder | $182,827 | $6,484+2719.6% | $4,936+3604.1% | $11,429+1499.7% |