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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 | $192,696 | $95,188+102.4% | $76,518+151.8% | $135,380+42.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -1.02% | 4.85%-5.9pp | -0.27%-0.8pp | 519.81%-520.8pp |
| Employer contribution / active EE | $9,967 | $3,303+201.8% | $2,647+276.5% | $4,779+108.6% |
| Participant deferral / active EE | $5,092 | $4,640+9.7% | $3,836+32.7% | $5,609-9.2% |
| Admin fee / account holder | $11,119 | $6,249+77.9% | $4,849+129.3% | $10,828+2.7% |