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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 | $105,644 | $69,541+51.9% | $59,899+76.4% | $135,380-22.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.72% | 7.95%-11.7pp | 3.46%-7.2pp | 519.81%-523.5pp |
| Employer contribution / active EE | $8,592 | $3,236+165.5% | $2,723+215.6% | $4,779+79.8% |
| Participant deferral / active EE | $5,256 | $4,206+25.0% | $3,402+54.5% | $5,609-6.3% |
| Admin fee / account holder | $8,779 | $5,737+53.0% | $3,592+144.4% | $10,828-18.9% |