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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 | $69,386 | $85,790-19.1% | $67,313+3.1% | $135,380-48.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.03% | -0.54%-7.5pp | -4.08%-3.9pp | 519.81%-527.8pp |
| Employer contribution / active EE | $7,328 | $3,487+110.1% | $2,566+185.6% | $4,779+53.3% |
| Participant deferral / active EE | $5,247 | $4,651+12.8% | $3,568+47.1% | $5,609-6.4% |
| Admin fee / account holder | $545 | $6,392-91.5% | $4,507-87.9% | $10,828-95.0% |