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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 | $82,324+20.9% | $68,803+44.7% | $134,545-26.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.34% | -2.17%-17.2pp | -6.37%-13.0pp | 418.37%-437.7pp |
| Employer contribution / active EE | $4,697 | $3,302+42.3% | $2,656+76.8% | $4,742-1.0% |
| Participant deferral / active EE | $14,049 | $4,740+196.4% | $3,942+256.4% | $6,401+119.5% |
| Admin fee / account holder | $675 | $6,485-89.6% | $4,936-86.3% | $11,431-94.1% |