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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 | $96,191 | $92,219+4.3% | $76,767+25.3% | $135,380-28.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.48% | 5.46%-13.9pp | 2.43%-10.9pp | 519.81%-528.3pp |
| Employer contribution / active EE | $7,240 | $3,216+125.1% | $2,485+191.3% | $4,779+51.5% |
| Participant deferral / active EE | $4,885 | $4,508+8.4% | $3,852+26.8% | $5,609-12.9% |
| Admin fee / account holder | $1,641 | $10,749-84.7% | $6,675-75.4% | $10,828-84.8% |