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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 | $89,811 | $69,518+29.2% | $59,883+50.0% | $135,377-33.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.06% | 7.95%-12.0pp | 3.46%-7.5pp | 519.75%-523.8pp |
| Employer contribution / active EE | $8,087 | $3,235+150.0% | $2,722+197.1% | $4,779+69.2% |
| Participant deferral / active EE | $6,409 | $4,204+52.4% | $3,402+88.4% | $5,609+14.3% |
| Admin fee / account holder | $21,413 | $5,734+273.4% | $3,591+496.4% | $10,828+97.8% |