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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 | $135,779 | $97,020+39.9% | $83,327+62.9% | $135,380+0.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.09% | 12.31%-20.4pp | 10.64%-18.7pp | 519.81%-527.9pp |
| Employer contribution / active EE | $12,720 | $4,144+207.0% | $3,379+276.5% | $4,779+166.2% |
| Participant deferral / active EE | $13,606 | $5,964+128.1% | $5,565+144.5% | $5,609+142.6% |
| Admin fee / account holder | $4,088 | $8,426-51.5% | $7,540-45.8% | $10,828-62.2% |