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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 | $86,341 | $99,032-12.8% | $80,022+7.9% | $135,380-36.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.04% | 15.39%-22.4pp | 11.22%-18.3pp | 519.81%-526.8pp |
| Employer contribution / active EE | $4,940 | $3,043+62.3% | $2,468+100.1% | $4,779+3.4% |
| Participant deferral / active EE | $8,273 | $4,282+93.2% | $3,686+124.5% | $5,609+47.5% |
| Admin fee / account holder | $14,766 | $10,436+41.5% | $6,521+126.4% | $10,828+36.4% |