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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 | $84,631 | $91,911-7.9% | $68,612+23.3% | $135,380-37.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.92% | -8.22%+1.3pp | -4.63%-2.3pp | 519.81%-526.7pp |
| Employer contribution / active EE | $10,705 | $3,924+172.8% | $2,625+307.8% | $4,779+124.0% |
| Participant deferral / active EE | $12,643 | $4,315+193.0% | $3,311+281.8% | $5,609+125.4% |
| Admin fee / account holder | $3,412 | $9,240-63.1% | $5,131-33.5% | $10,828-68.5% |