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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 | $134,082 | $97,020+38.2% | $83,327+60.9% | $135,380-1.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.40% | 12.31%-17.7pp | 10.64%-16.0pp | 519.81%-525.2pp |
| Employer contribution / active EE | $6,786 | $4,144+63.8% | $3,379+100.8% | $4,779+42.0% |
| Participant deferral / active EE | $7,235 | $5,964+21.3% | $5,565+30.0% | $5,609+29.0% |
| Admin fee / account holder | $18,352 | $8,426+117.8% | $7,540+143.4% | $10,828+69.5% |