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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 | $75,711 | $69,518+8.9% | $59,887+26.4% | $135,379-44.1% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.7%+15.3pp | 82.6%+7.4pp |
| Annual return | -1.60% | 7.95%-9.6pp | 3.46%-5.1pp | 519.79%-521.4pp |
| Employer contribution / active EE | $4,765 | $3,235+47.3% | $2,722+75.0% | $4,779-0.3% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,816 | $5,734-50.9% | $3,591-21.6% | $10,828-74.0% |