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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 | $107,636 | $95,188+13.1% | $76,518+40.7% | $135,379-20.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.45% | 4.85%-13.3pp | -0.27%-8.2pp | 519.79%-528.2pp |
| Employer contribution / active EE | $2,449 | $3,303-25.8% | $2,647-7.5% | $4,779-48.8% |
| Participant deferral / active EE | $6,628 | $4,640+42.9% | $3,836+72.8% | $5,609+18.2% |
| Admin fee / account holder | $3,714 | $6,249-40.6% | $4,849-23.4% | $10,828-65.7% |