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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 | $59,083 | $107,809-45.2% | $90,657-34.8% | $135,380-56.4% |
| Participation rate | 88.9% | 78.0%+10.8pp | 74.0%+14.9pp | 82.6%+6.2pp |
| Annual return | -7.45% | -0.90%-6.5pp | 1.89%-9.3pp | 519.81%-527.3pp |
| Employer contribution / active EE | $4,000 | $3,018+32.6% | $2,532+58.0% | $4,779-16.3% |
| Participant deferral / active EE | $8,301 | $3,872+114.4% | $3,424+142.4% | $5,609+48.0% |
| Admin fee / account holder | $1,131 | $5,931-80.9% | $4,994-77.4% | $10,828-89.6% |