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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 | $224,958 | $92,219+143.9% | $76,767+193.0% | $135,380+66.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.96% | 5.46%-13.4pp | 2.43%-10.4pp | 519.81%-527.8pp |
| Employer contribution / active EE | $10,049 | $3,216+212.5% | $2,485+304.3% | $4,779+110.3% |
| Participant deferral / active EE | $10,041 | $4,508+122.7% | $3,852+160.7% | $5,609+79.0% |
| Admin fee / account holder | $5,227 | $10,749-51.4% | $6,675-21.7% | $10,828-51.7% |