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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 | $145,287 | $99,032+46.7% | $80,022+81.6% | $135,382+7.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.66% | 15.39%-24.0pp | 11.22%-19.9pp | 519.77%-528.4pp |
| Employer contribution / active EE | $8,608 | $3,043+182.8% | $2,468+248.8% | $4,779+80.1% |
| Participant deferral / active EE | $6,201 | $4,282+44.8% | $3,686+68.2% | $5,609+10.6% |
| Admin fee / account holder | $1,187 | $10,436-88.6% | $6,521-81.8% | $10,829-89.0% |