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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 | $91,301 | $95,188-4.1% | $76,518+19.3% | $135,380-32.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.64% | 4.85%-13.5pp | -0.27%-8.4pp | 519.81%-528.4pp |
| Employer contribution / active EE | $13,598 | $3,303+311.7% | $2,647+413.7% | $4,779+184.5% |
| Participant deferral / active EE | $4,625 | $4,640-0.3% | $3,836+20.6% | $5,609-17.5% |
| Admin fee / account holder | $888 | $6,249-85.8% | $4,849-81.7% | $10,828-91.8% |