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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 | $134,868 | $95,917+40.6% | $79,583+69.5% | $134,545+0.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.89% | -2.70%-12.2pp | 0.16%-15.0pp | 418.37%-433.3pp |
| Employer contribution / active EE | $1,813 | $3,129-42.1% | $2,414-24.9% | $4,742-61.8% |
| Participant deferral / active EE | $5,219 | $4,694+11.2% | $3,986+31.0% | $6,401-18.5% |
| Admin fee / account holder | $20,207 | $9,132+121.3% | $6,835+195.6% | $11,431+76.8% |