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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 | $83,389 | $86,705-3.8% | $73,309+13.8% | $125,393-33.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.68% | 2.78%-4.5pp | 5.67%-7.4pp | 282.23%-283.9pp |
| Employer contribution / active EE | $14,396 | $4,152+246.7% | $3,237+344.7% | $4,866+195.8% |
| Participant deferral / active EE | $10,602 | $5,549+91.1% | $4,991+112.4% | $5,351+98.1% |
| Admin fee / account holder | $14,250 | $7,772+83.3% | $5,637+152.8% | $9,541+49.4% |