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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 | $99,550 | $82,288+21.0% | $68,790+44.7% | $134,493-26.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.34% | -2.19%-17.1pp | -6.38%-13.0pp | 418.01%-437.4pp |
| Employer contribution / active EE | $4,697 | $3,301+42.3% | $2,655+76.9% | $4,740-0.9% |
| Participant deferral / active EE | $14,049 | $4,738+196.5% | $3,941+256.5% | $6,400+119.5% |
| Admin fee / account holder | $675 | $6,482-89.6% | $4,934-86.3% | $11,425-94.1% |