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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 | $71,491 | $85,790-16.7% | $67,313+6.2% | $135,380-47.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.50% | -0.54%-8.0pp | -4.08%-4.4pp | 519.81%-528.3pp |
| Employer contribution / active EE | $6,862 | $3,487+96.8% | $2,566+167.5% | $4,779+43.6% |
| Participant deferral / active EE | $8,238 | $4,651+77.1% | $3,568+130.9% | $5,609+46.9% |
| Admin fee / account holder | $8,000 | $6,392+25.1% | $4,507+77.5% | $10,828-26.1% |