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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 | $116,339 | $91,911+26.6% | $68,612+69.6% | $135,380-14.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -8.33% | -8.22%-0.1pp | -4.63%-3.7pp | 519.81%-528.1pp |
| Employer contribution / active EE | $8,972 | $3,924+128.7% | $2,625+241.8% | $4,779+87.7% |
| Participant deferral / active EE | $4,920 | $4,315+14.0% | $3,311+48.6% | $5,609-12.3% |
| Admin fee / account holder | $487 | $9,240-94.7% | $5,131-90.5% | $10,828-95.5% |