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 | $91,263 | $92,224-1.0% | $76,768+18.9% | $135,381-32.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -6.74% | 5.46%-12.2pp | 2.43%-9.2pp | 519.81%-526.6pp |
| Employer contribution / active EE | $15,576 | $3,216+384.3% | $2,485+526.7% | $4,779+225.9% |
| Participant deferral / active EE | $10,576 | $4,509+134.6% | $3,852+174.6% | $5,609+88.5% |
| Admin fee / account holder | $8,013 | $10,750-25.5% | $6,676+20.0% | $10,828-26.0% |