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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 | $232,683 | $142,361+63.4% | $119,608+94.5% | $134,509+73.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.64% | -12.46%+3.8pp | -14.98%+6.3pp | 418.13%-426.8pp |
| Employer contribution / active EE | $8,932 | $5,224+71.0% | $4,232+111.0% | $4,741+88.4% |
| Participant deferral / active EE | $7,334 | $6,468+13.4% | $5,601+30.9% | $6,400+14.6% |
| Admin fee / account holder | $2,095 | $13,588-84.6% | $10,326-79.7% | $11,427-81.7% |