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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 | $119,647 | $99,032+20.8% | $80,022+49.5% | $135,379-11.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.66% | 15.39%-23.0pp | 11.22%-18.9pp | 519.79%-527.4pp |
| Employer contribution / active EE | $7,400 | $3,043+143.1% | $2,468+199.8% | $4,779+54.8% |
| Participant deferral / active EE | $5,186 | $4,282+21.1% | $3,686+40.7% | $5,609-7.5% |
| Admin fee / account holder | $317 | $10,436-97.0% | $6,521-95.1% | $10,828-97.1% |