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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 | $96,010 | $95,193+0.9% | $76,523+25.5% | $135,382-29.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.27% | 4.85%-10.1pp | -0.27%-5.0pp | 519.77%-525.0pp |
| Employer contribution / active EE | $12,081 | $3,302+265.8% | $2,647+356.4% | $4,779+152.8% |
| Participant deferral / active EE | $11,010 | $4,639+137.3% | $3,835+187.1% | $5,609+96.3% |
| Admin fee / account holder | $6,841 | $6,249+9.5% | $4,848+41.1% | $10,829-36.8% |