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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 | $127,437 | $83,908+51.9% | $68,509+86.0% | $125,388+1.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.62% | 14.48%-16.1pp | 8.27%-9.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $3,730 | $3,031+23.1% | $2,278+63.8% | $4,866-23.3% |
| Participant deferral / active EE | $5,004 | $4,125+21.3% | $3,382+47.9% | $5,352-6.5% |
| Admin fee / account holder | $50,207 | $8,982+459.0% | $5,275+851.9% | $9,541+426.2% |