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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 | $85,892 | $75,935+13.1% | $60,547+41.9% | $125,389-31.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.30% | -5.38%+2.1pp | 335.64%-338.9pp | 282.24%-285.5pp |
| Employer contribution / active EE | $4,745 | $3,438+38.0% | $2,419+96.1% | $4,866-2.5% |
| Participant deferral / active EE | $9,039 | $4,506+100.6% | $3,328+171.6% | $5,352+68.9% |
| Admin fee / account holder | $32,739 | $6,768+383.8% | $4,536+621.7% | $9,541+243.1% |