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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 | $103,659 | $83,908+23.5% | $68,509+51.3% | $125,389-17.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.62% | 14.48%-15.1pp | 8.27%-8.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $9,583 | $3,031+216.2% | $2,278+320.7% | $4,866+96.9% |
| Participant deferral / active EE | $8,363 | $4,125+102.7% | $3,382+147.2% | $5,352+56.3% |
| Admin fee / account holder | $375 | $8,982-95.8% | $5,275-92.9% | $9,541-96.1% |