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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 | $125,100 | $91,911+36.1% | $68,612+82.3% | $135,380-7.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -8.06% | -8.22%+0.2pp | -4.63%-3.4pp | 519.81%-527.9pp |
| Employer contribution / active EE | $3,596 | $3,924-8.4% | $2,625+37.0% | $4,779-24.8% |
| Participant deferral / active EE | $6,945 | $4,315+60.9% | $3,311+109.8% | $5,609+23.8% |
| Admin fee / account holder | $624 | $9,240-93.2% | $5,131-87.8% | $10,828-94.2% |