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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 | $76,231 | $86,701-12.1% | $73,309+4.0% | $125,389-39.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.14% | 2.78%-4.9pp | 5.67%-7.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $7,810 | $4,152+88.1% | $3,237+141.2% | $4,866+60.5% |
| Participant deferral / active EE | $8,537 | $5,549+53.8% | $4,991+71.1% | $5,352+59.5% |
| Admin fee / account holder | $973 | $7,768-87.5% | $5,635-82.7% | $9,541-89.8% |