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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 | $86,606 | $87,016-0.5% | $63,244+36.9% | $125,389-30.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.71% | 21.71%-22.4pp | -70.31%+69.6pp | 282.24%-282.9pp |
| Employer contribution / active EE | $6,670 | $3,601+85.2% | $2,322+187.3% | $4,866+37.1% |
| Participant deferral / active EE | $3,672 | $3,939-6.8% | $2,953+24.3% | $5,352-31.4% |
| Admin fee / account holder | $8,950 | $11,954-25.1% | $5,893+51.9% | $9,541-6.2% |