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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 | $137,869 | $92,219+49.5% | $76,768+79.6% | $135,379+1.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.11% | 5.46%-9.6pp | 2.43%-6.5pp | 519.79%-523.9pp |
| Employer contribution / active EE | $20,000 | $3,216+521.9% | $2,485+704.8% | $4,779+318.5% |
| Participant deferral / active EE | $4,878 | $4,508+8.2% | $3,852+26.6% | $5,609-13.0% |
| Admin fee / account holder | $2,807 | $10,749-73.9% | $6,675-58.0% | $10,828-74.1% |