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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 | $99,349 | $75,935+30.8% | $60,547+64.1% | $125,389-20.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.64% | -5.38%+1.7pp | 335.64%-339.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $3,350 | $3,438-2.6% | $2,419+38.5% | $4,866-31.2% |
| Participant deferral / active EE | $10,886 | $4,506+141.6% | $3,328+227.1% | $5,352+103.4% |
| Admin fee / account holder | $1,391 | $6,768-79.5% | $4,536-69.3% | $9,541-85.4% |