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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 | $176,989 | $63,953+176.7% | $54,726+223.4% | $135,380+30.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -6.47% | -5.77%-0.7pp | -4.56%-1.9pp | 519.81%-526.3pp |
| Employer contribution / active EE | $37,650 | $4,256+784.6% | $3,449+991.5% | $4,779+687.8% |
| Participant deferral / active EE | $11,852 | $4,810+146.4% | $3,953+199.8% | $5,609+111.3% |
| Admin fee / account holder | $1,241 | $4,567-72.8% | $3,818-67.5% | $10,828-88.5% |