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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 | $129,152 | $69,518+85.8% | $59,883+115.7% | $135,377-4.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.14% | 7.95%-14.1pp | 3.46%-9.6pp | 519.75%-525.9pp |
| Employer contribution / active EE | $8,796 | $3,235+171.9% | $2,722+223.1% | $4,779+84.1% |
| Participant deferral / active EE | $9,168 | $4,204+118.1% | $3,402+169.5% | $5,609+63.5% |
| Admin fee / account holder | $2,054 | $5,734-64.2% | $3,591-42.8% | $10,828-81.0% |