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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 | $88,343 | $158,827-44.4% | $121,208-27.1% | $135,382-34.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.42% | -0.64%-4.8pp | 16.93%-22.3pp | 519.77%-525.2pp |
| Employer contribution / active EE | $7,130 | $5,666+25.8% | $4,023+77.3% | $4,779+49.2% |
| Participant deferral / active EE | $18,533 | $4,006+362.7% | $3,345+454.0% | $5,609+230.4% |
| Admin fee / account holder | $12,489 | $6,514+91.7% | $5,020+148.8% | $10,829+15.3% |