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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 | $132,036 | $87,544+50.8% | $75,784+74.2% | $125,388+5.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.95% | 13.49%-16.4pp | 9.68%-12.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $25,000 | $3,930+536.1% | $3,323+652.2% | $4,866+413.8% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $736 | $6,502-88.7% | $5,300-86.1% | $9,541-92.3% |