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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 | $122,807 | $84,493+45.3% | $125,381-2.1% | $66,938+83.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -10.72% | -8.49%-2.2pp | 572.31%-583.0pp | 1.58%-12.3pp |
| Employer contribution / active EE | $3,252 | $3,554-8.5% | $4,815-32.5% | $2,545+27.8% |
| Participant deferral / active EE | $9,686 | $6,783+42.8% | $7,448+30.1% | $4,238+128.5% |
| Admin fee / account holder | $7,158 | $685+945.0% | $10,007-28.5% | $594+1106.1% |