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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 | $92,124 | $92,219-0.1% | $76,767+20.0% | $135,380-32.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.82% | 5.46%-12.3pp | 2.43%-9.3pp | 519.81%-526.6pp |
| Employer contribution / active EE | $9,943 | $3,216+209.2% | $2,485+300.1% | $4,779+108.1% |
| Participant deferral / active EE | $8,431 | $4,508+87.0% | $3,852+118.9% | $5,609+50.3% |
| Admin fee / account holder | $1,025 | $10,749-90.5% | $6,675-84.6% | $10,828-90.5% |