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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 | $142,333 | $82,288+73.0% | $68,794+106.9% | $134,509+5.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -0.70% | -2.19%+1.5pp | -6.37%+5.7pp | 418.13%-418.8pp |
| Employer contribution / active EE | $35,412 | $3,301+972.8% | $2,656+1233.5% | $4,741+647.0% |
| Participant deferral / active EE | $14,192 | $4,738+199.5% | $3,941+260.1% | $6,400+121.7% |
| Admin fee / account holder | $400 | $6,482-93.8% | $4,934-91.9% | $11,427-96.5% |