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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 | $105,773 | $117,694-10.1% | $71,755+47.4% | $134,532-21.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -13.60% | 25.33%-38.9pp | 9.09%-22.7pp | 418.27%-431.9pp |
| Employer contribution / active EE | $9,188 | $2,523+264.2% | $1,704+439.4% | $4,741+93.8% |
| Participant deferral / active EE | $6,688 | $3,753+78.2% | $2,656+151.8% | $6,401+4.5% |
| Admin fee / account holder | $7,982 | $6,374+25.2% | $3,972+100.9% | $11,429-30.2% |