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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 | $142,223 | $82,324+72.8% | $68,803+106.7% | $134,545+5.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.49% | -2.17%-12.3pp | -6.37%-8.1pp | 418.37%-432.9pp |
| Employer contribution / active EE | $14,566 | $3,302+341.2% | $2,656+448.5% | $4,742+207.2% |
| Participant deferral / active EE | $3,416 | $4,740-27.9% | $3,942-13.3% | $6,401-46.6% |
| Admin fee / account holder | $1,100 | $6,485-83.0% | $4,936-77.7% | $11,431-90.4% |