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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 | $68,977 | $140,578-50.9% | $100,671-31.5% | $125,393-45.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.94% | 24.67%-27.6pp | 20.43%-23.4pp | 282.23%-285.2pp |
| Employer contribution / active EE | $9,329 | $5,965+56.4% | $4,012+132.5% | $4,866+91.7% |
| Participant deferral / active EE | $8,000 | $3,981+100.9% | $3,144+154.5% | $5,351+49.5% |
| Admin fee / account holder | $1,410 | $6,716-79.0% | $4,850-70.9% | $9,541-85.2% |