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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 | $90,403 | $92,219-2.0% | $76,768+17.8% | $135,379-33.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.12% | 5.46%-12.6pp | 2.43%-9.5pp | 519.79%-526.9pp |
| Employer contribution / active EE | $3,636 | $3,216+13.1% | $2,485+46.3% | $4,779-23.9% |
| Participant deferral / active EE | $11,674 | $4,508+158.9% | $3,852+203.1% | $5,609+108.1% |
| Admin fee / account holder | $15,432 | $10,749+43.6% | $6,675+131.2% | $10,828+42.5% |