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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 | $103,242 | $75,935+36.0% | $60,547+70.5% | $125,389-17.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -1.94% | -5.38%+3.4pp | 335.64%-337.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $34,340 | $3,438+898.8% | $2,419+1319.4% | $4,866+605.7% |
| Participant deferral / active EE | $18,000 | $4,506+299.4% | $3,328+440.9% | $5,352+236.3% |
| Admin fee / account holder | $558 | $6,768-91.8% | $4,536-87.7% | $9,541-94.2% |