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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 | $100,163 | $59,111+69.4% | $86,451+15.9% | $68,490+46.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.69% | -0.22%-10.5pp | 4398.51%-4409.2pp | -7.85%-2.8pp |
| Employer contribution / active EE | $10,098 | $2,519+300.9% | $3,770+167.9% | $2,597+288.9% |
| Participant deferral / active EE | $5,353 | $5,900-9.3% | $6,953-23.0% | $4,028+32.9% |
| Admin fee / account holder | $1,662 | $5,640-70.5% | $6,734-75.3% | $5,403-69.2% |