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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 | $62,600 | $69,541-10.0% | $59,899+4.5% | $135,380-53.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.28% | 7.95%-13.2pp | 3.46%-8.7pp | 519.81%-525.1pp |
| Employer contribution / active EE | $3,456 | $3,236+6.8% | $2,723+26.9% | $4,779-27.7% |
| Participant deferral / active EE | $10,118 | $4,206+140.6% | $3,402+197.4% | $5,609+80.4% |
| Admin fee / account holder | $9,819 | $5,737+71.1% | $3,592+173.3% | $10,828-9.3% |