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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 | $234,236 | $105,866+121.3% | $90,766+158.1% | $134,545+74.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.69% | -10.99%+0.3pp | -12.16%+1.5pp | 418.37%-429.1pp |
| Employer contribution / active EE | $5,038 | $3,464+45.5% | $2,922+72.4% | $4,742+6.3% |
| Participant deferral / active EE | $11,137 | $5,217+113.5% | $4,565+144.0% | $6,401+74.0% |
| Admin fee / account holder | $357 | $13,938-97.4% | $8,446-95.8% | $11,431-96.9% |