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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 | $91,201 | $95,188-4.2% | $76,518+19.2% | $135,380-32.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.12% | 4.85%-11.0pp | -0.27%-5.9pp | 519.81%-525.9pp |
| Employer contribution / active EE | $7,429 | $3,303+124.9% | $2,647+180.6% | $4,779+55.4% |
| Participant deferral / active EE | $875 | $4,640-81.1% | $3,836-77.2% | $5,609-84.4% |
| Admin fee / account holder | $3,354 | $6,249-46.3% | $4,849-30.8% | $10,828-69.0% |