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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 | $86,869 | $95,193-8.7% | $76,523+13.5% | $135,382-35.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.52% | 4.85%-14.4pp | -0.27%-9.3pp | 519.77%-529.3pp |
| Employer contribution / active EE | $5,020 | $3,302+52.0% | $2,647+89.6% | $4,779+5.1% |
| Participant deferral / active EE | $6,917 | $4,639+49.1% | $3,835+80.3% | $5,609+23.3% |
| Admin fee / account holder | $305 | $6,249-95.1% | $4,848-93.7% | $10,829-97.2% |