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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 | $129,399 | $75,935+70.4% | $60,547+113.7% | $125,389+3.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.91% | -5.38%+2.5pp | 335.64%-338.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $19,524 | $3,438+467.9% | $2,419+707.0% | $4,866+301.2% |
| Participant deferral / active EE | $3,148 | $4,506-30.2% | $3,328-5.4% | $5,352-41.2% |
| Admin fee / account holder | $3,919 | $6,768-42.1% | $4,536-13.6% | $9,541-58.9% |