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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 | $90,665 | $92,219-1.7% | $76,767+18.1% | $135,380-33.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.36% | 5.46%-10.8pp | 2.43%-7.8pp | 519.81%-525.2pp |
| Employer contribution / active EE | $9,110 | $3,216+183.3% | $2,485+266.6% | $4,779+90.6% |
| Participant deferral / active EE | $4,320 | $4,508-4.2% | $3,852+12.2% | $5,609-23.0% |
| Admin fee / account holder | $18,465 | $10,749+71.8% | $6,675+176.6% | $10,828+70.5% |