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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 | $114,931 | $91,911+25.0% | $68,612+67.5% | $135,379-15.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -3.27% | -8.22%+5.0pp | -4.63%+1.4pp | 519.79%-523.1pp |
| Employer contribution / active EE | $5,903 | $3,924+50.5% | $2,625+124.9% | $4,779+23.5% |
| Participant deferral / active EE | $5,382 | $4,315+24.7% | $3,311+62.6% | $5,609-4.0% |
| Admin fee / account holder | $22,351 | $9,240+141.9% | $5,131+335.6% | $10,828+106.4% |