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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 | $157,091 | $95,188+65.0% | $76,518+105.3% | $135,380+16.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.18% | 4.85%-13.0pp | -0.27%-7.9pp | 519.81%-528.0pp |
| Employer contribution / active EE | $3,285 | $3,303-0.5% | $2,647+24.1% | $4,779-31.3% |
| Participant deferral / active EE | $6,579 | $4,640+41.8% | $3,836+71.5% | $5,609+17.3% |
| Admin fee / account holder | $2,764 | $6,249-55.8% | $4,849-43.0% | $10,828-74.5% |