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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 | $80,387 | $85,790-6.3% | $67,313+19.4% | $135,380-40.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.73% | -0.54%-5.2pp | -4.08%-1.7pp | 519.81%-525.5pp |
| Employer contribution / active EE | $9,110 | $3,487+161.2% | $2,566+255.1% | $4,779+90.6% |
| Participant deferral / active EE | $4,938 | $4,651+6.2% | $3,568+38.4% | $5,609-12.0% |
| Admin fee / account holder | $13,640 | $6,392+113.4% | $4,507+202.7% | $10,828+26.0% |