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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 | $104,827 | $92,219+13.7% | $76,768+36.6% | $135,379-22.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.72% | 5.46%-10.2pp | 2.43%-7.1pp | 519.79%-524.5pp |
| Employer contribution / active EE | $8,113 | $3,216+152.3% | $2,485+226.5% | $4,779+69.8% |
| Participant deferral / active EE | $4,850 | $4,508+7.6% | $3,852+25.9% | $5,609-13.5% |
| Admin fee / account holder | $527 | $10,749-95.1% | $6,675-92.1% | $10,828-95.1% |