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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 | $89,745 | $92,219-2.7% | $76,767+16.9% | $135,380-33.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.57% | 5.46%-8.0pp | 2.43%-5.0pp | 519.81%-522.4pp |
| Employer contribution / active EE | $9,282 | $3,216+188.6% | $2,485+273.5% | $4,779+94.2% |
| Participant deferral / active EE | $4,949 | $4,508+9.8% | $3,852+28.5% | $5,609-11.8% |
| Admin fee / account holder | $43,629 | $10,749+305.9% | $6,675+553.6% | $10,828+302.9% |