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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 | $137,815 | $69,541+98.2% | $59,899+130.1% | $135,380+1.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.40% | 7.95%-13.3pp | 3.46%-8.9pp | 519.81%-525.2pp |
| Employer contribution / active EE | $7,110 | $3,236+119.7% | $2,723+161.1% | $4,779+48.8% |
| Participant deferral / active EE | $3,601 | $4,206-14.4% | $3,402+5.8% | $5,609-35.8% |
| Admin fee / account holder | $11,075 | $5,737+93.0% | $3,592+208.3% | $10,828+2.3% |