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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 | $77,106 | $92,219-16.4% | $76,767+0.4% | $135,380-43.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.32% | 5.46%-11.8pp | 2.43%-8.7pp | 519.81%-526.1pp |
| Employer contribution / active EE | $6,597 | $3,216+105.1% | $2,485+165.4% | $4,779+38.0% |
| Participant deferral / active EE | $4,020 | $4,508-10.8% | $3,852+4.4% | $5,609-28.3% |
| Admin fee / account holder | $634 | $10,749-94.1% | $6,675-90.5% | $10,828-94.1% |