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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 | $129,886 | $95,188+36.5% | $76,518+69.7% | $135,379-4.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.91% | 4.85%-11.8pp | -0.27%-6.6pp | 519.79%-526.7pp |
| Employer contribution / active EE | $11,708 | $3,303+254.5% | $2,647+342.3% | $4,779+145.0% |
| Participant deferral / active EE | $3,888 | $4,640-16.2% | $3,836+1.4% | $5,609-30.7% |
| Admin fee / account holder | $36,416 | $6,249+482.7% | $4,849+651.1% | $10,828+236.3% |