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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 | $90,373 | $92,219-2.0% | $76,767+17.7% | $135,380-33.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.69% | 5.46%-9.1pp | 2.43%-6.1pp | 519.81%-523.5pp |
| Employer contribution / active EE | $2,503 | $3,216-22.2% | $2,485+0.7% | $4,779-47.6% |
| Participant deferral / active EE | $5,774 | $4,508+28.1% | $3,852+49.9% | $5,609+2.9% |
| Admin fee / account holder | $38,250 | $10,749+255.9% | $6,675+473.0% | $10,828+253.3% |