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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 | $149,866 | $95,188+57.4% | $76,518+95.9% | $135,380+10.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.31% | 4.85%-13.2pp | -0.27%-8.0pp | 519.81%-528.1pp |
| Employer contribution / active EE | $6,573 | $3,303+99.0% | $2,647+148.3% | $4,779+37.5% |
| Participant deferral / active EE | $3,459 | $4,640-25.5% | $3,836-9.8% | $5,609-38.3% |
| Admin fee / account holder | $1,220 | $6,249-80.5% | $4,849-74.8% | $10,828-88.7% |