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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 | $129,243 | $91,911+40.6% | $68,793+87.9% | $135,382-4.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -3.49% | -8.22%+4.7pp | -4.63%+1.1pp | 519.77%-523.3pp |
| Employer contribution / active EE | $3,909 | $3,924-0.4% | $2,625+48.9% | $4,779-18.2% |
| Participant deferral / active EE | $4,726 | $4,315+9.5% | $3,311+42.7% | $5,609-15.7% |
| Admin fee / account holder | $44,187 | $9,240+378.2% | $5,131+761.2% | $10,829+308.1% |