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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 | $81,077 | $63,953+26.8% | $54,726+48.1% | $135,379-40.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -3.80% | -5.77%+2.0pp | -4.56%+0.8pp | 519.79%-523.6pp |
| Employer contribution / active EE | $5,424 | $4,256+27.4% | $3,449+57.2% | $4,779+13.5% |
| Participant deferral / active EE | $4,299 | $4,810-10.6% | $3,953+8.8% | $5,609-23.4% |
| Admin fee / account holder | $19,122 | $4,567+318.7% | $3,818+400.9% | $10,828+76.6% |