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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 | $131,208 | $95,188+37.8% | $76,518+71.5% | $135,380-3.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.98% | 4.85%-8.8pp | -0.27%-3.7pp | 519.81%-523.8pp |
| Employer contribution / active EE | $6,873 | $3,303+108.1% | $2,647+159.6% | $4,779+43.8% |
| Participant deferral / active EE | $6,167 | $4,640+32.9% | $3,836+60.8% | $5,609+9.9% |
| Admin fee / account holder | $44,783 | $6,249+616.6% | $4,849+823.6% | $10,828+313.6% |