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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 | $71,723 | $75,935-5.5% | $60,547+18.5% | $125,389-42.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.59% | -5.38%+4.8pp | 335.64%-336.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $8,935 | $3,438+159.9% | $2,419+269.3% | $4,866+83.6% |
| Participant deferral / active EE | $5,266 | $4,506+16.9% | $3,328+58.2% | $5,352-1.6% |
| Admin fee / account holder | $730 | $6,768-89.2% | $4,536-83.9% | $9,541-92.3% |