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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 | $66,348 | $97,020-31.6% | $83,327-20.4% | $135,380-51.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.36% | 12.31%-19.7pp | 10.64%-18.0pp | 519.81%-527.2pp |
| Employer contribution / active EE | $6,962 | $4,144+68.0% | $3,379+106.0% | $4,779+45.7% |
| Participant deferral / active EE | $10,425 | $5,964+74.8% | $5,565+87.3% | $5,609+85.9% |
| Admin fee / account holder | $4,743 | $8,426-43.7% | $7,540-37.1% | $10,828-56.2% |