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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 | $123,528 | $69,541+77.6% | $59,899+106.2% | $135,380-8.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.28% | 7.95%-12.2pp | 3.46%-7.7pp | 519.81%-524.1pp |
| Employer contribution / active EE | $10,554 | $3,236+226.1% | $2,723+287.6% | $4,779+120.8% |
| Participant deferral / active EE | $4,235 | $4,206+0.7% | $3,402+24.5% | $5,609-24.5% |
| Admin fee / account holder | $16,362 | $5,737+185.2% | $3,592+355.5% | $10,828+51.1% |