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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 | $123,329 | $97,020+27.1% | $83,322+48.0% | $135,379-8.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.74% | 12.31%-20.1pp | 10.64%-18.4pp | 519.79%-527.5pp |
| Employer contribution / active EE | $7,431 | $4,144+79.3% | $3,379+119.9% | $4,779+55.5% |
| Participant deferral / active EE | $10,872 | $5,964+82.3% | $5,565+95.4% | $5,609+93.8% |
| Admin fee / account holder | $1,432 | $8,426-83.0% | $7,540-81.0% | $10,828-86.8% |