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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 | $104,139 | $117,694-11.5% | $71,755+45.1% | $134,532-22.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -10.93% | 25.33%-36.3pp | 9.09%-20.0pp | 418.27%-429.2pp |
| Employer contribution / active EE | $16,385 | $2,523+549.5% | $1,704+861.9% | $4,741+245.6% |
| Participant deferral / active EE | $10,757 | $3,753+186.6% | $2,656+305.1% | $6,401+68.0% |
| Admin fee / account holder | $7,450 | $6,374+16.9% | $3,972+87.5% | $11,429-34.8% |