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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 | $88,935 | $158,852-44.0% | $121,220-26.6% | $135,380-34.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.99% | -0.64%-4.4pp | 16.94%-21.9pp | 519.81%-524.8pp |
| Employer contribution / active EE | $5,606 | $5,666-1.1% | $4,023+39.4% | $4,779+17.3% |
| Participant deferral / active EE | $5,643 | $4,006+40.9% | $3,345+68.7% | $5,609+0.6% |
| Admin fee / account holder | $847 | $6,515-87.0% | $5,021-83.1% | $10,828-92.2% |