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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 | $79,828 | $69,541+14.8% | $59,899+33.3% | $135,380-41.0% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -2.68% | 7.95%-10.6pp | 3.46%-6.1pp | 519.81%-522.5pp |
| Employer contribution / active EE | $4,824 | $3,236+49.1% | $2,723+77.2% | $4,779+0.9% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,633 | $5,737-36.7% | $3,592+1.1% | $10,828-66.4% |