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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 | $114,213 | $95,188+20.0% | $76,518+49.3% | $135,380-15.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.52% | 4.85%-11.4pp | -0.27%-6.2pp | 519.81%-526.3pp |
| Employer contribution / active EE | $3,527 | $3,303+6.8% | $2,647+33.2% | $4,779-26.2% |
| Participant deferral / active EE | $11,210 | $4,640+141.6% | $3,836+192.2% | $5,609+99.8% |
| Admin fee / account holder | $367 | $6,249-94.1% | $4,849-92.4% | $10,828-96.6% |