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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 | $125,099 | $92,219+35.7% | $76,767+63.0% | $135,380-7.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.19% | 5.46%-13.6pp | 2.43%-10.6pp | 519.81%-528.0pp |
| Employer contribution / active EE | $6,031 | $3,216+87.5% | $2,485+142.7% | $4,779+26.2% |
| Participant deferral / active EE | $4,930 | $4,508+9.3% | $3,852+28.0% | $5,609-12.1% |
| Admin fee / account holder | $3,178 | $10,749-70.4% | $6,675-52.4% | $10,828-70.7% |