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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 | $161,147 | $107,809+49.5% | $90,657+77.8% | $135,379+19.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.56% | -0.90%-6.7pp | 1.89%-9.4pp | 519.79%-527.3pp |
| Employer contribution / active EE | $3,682 | $3,018+22.0% | $2,532+45.4% | $4,779-23.0% |
| Participant deferral / active EE | $7,559 | $3,872+95.2% | $3,424+120.7% | $5,609+34.8% |
| Admin fee / account holder | $374 | $5,931-93.7% | $4,994-92.5% | $10,828-96.5% |