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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 | $89,648 | $92,219-2.8% | $76,768+16.8% | $135,379-33.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.26% | 5.46%-9.7pp | 2.43%-6.7pp | 519.79%-524.1pp |
| Employer contribution / active EE | $6,292 | $3,216+95.6% | $2,485+153.2% | $4,779+31.7% |
| Participant deferral / active EE | $6,579 | $4,508+45.9% | $3,852+70.8% | $5,609+17.3% |
| Admin fee / account holder | $31,318 | $10,749+191.4% | $6,675+369.2% | $10,828+189.2% |