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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 | $155,152 | $107,809+43.9% | $90,657+71.1% | $135,379+14.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.76% | -0.90%-7.9pp | 1.89%-10.6pp | 519.79%-528.5pp |
| Employer contribution / active EE | $1,534 | $3,018-49.2% | $2,532-39.4% | $4,779-67.9% |
| Participant deferral / active EE | $7,192 | $3,872+85.7% | $3,424+110.0% | $5,609+28.2% |
| Admin fee / account holder | $665 | $5,931-88.8% | $4,994-86.7% | $10,828-93.9% |