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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 | $80,890 | $95,188-15.0% | $76,518+5.7% | $135,380-40.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.16% | 4.85%-13.0pp | -0.27%-7.9pp | 519.81%-528.0pp |
| Employer contribution / active EE | $7,247 | $3,303+119.4% | $2,647+173.7% | $4,779+51.6% |
| Participant deferral / active EE | $5,078 | $4,640+9.4% | $3,836+32.4% | $5,609-9.5% |
| Admin fee / account holder | $345 | $6,249-94.5% | $4,849-92.9% | $10,828-96.8% |