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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 | $92,154 | $69,518+32.6% | $59,883+53.9% | $135,382-31.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.54% | 7.95%-10.5pp | 3.46%-6.0pp | 519.77%-522.3pp |
| Employer contribution / active EE | $9,600 | $3,235+196.8% | $2,722+252.7% | $4,779+100.9% |
| Participant deferral / active EE | $9,072 | $4,204+115.8% | $3,402+166.7% | $5,609+61.7% |
| Admin fee / account holder | $6,526 | $5,734+13.8% | $3,591+81.7% | $10,829-39.7% |