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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 | $88,123 | $92,219-4.4% | $76,767+14.8% | $135,380-34.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.64% | 5.46%-12.1pp | 2.43%-9.1pp | 519.81%-526.4pp |
| Employer contribution / active EE | $6,671 | $3,216+107.4% | $2,485+168.4% | $4,779+39.6% |
| Participant deferral / active EE | $8,120 | $4,508+80.1% | $3,852+110.8% | $5,609+44.8% |
| Admin fee / account holder | $790 | $10,749-92.7% | $6,675-88.2% | $10,828-92.7% |