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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 | $94,586 | $69,518+36.1% | $59,887+57.9% | $135,379-30.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.44% | 7.95%-12.4pp | 3.46%-7.9pp | 519.79%-524.2pp |
| Employer contribution / active EE | $4,153 | $3,235+28.4% | $2,722+52.6% | $4,779-13.1% |
| Participant deferral / active EE | $6,588 | $4,204+56.7% | $3,402+93.6% | $5,609+17.4% |
| Admin fee / account holder | $8,152 | $5,734+42.2% | $3,591+127.0% | $10,828-24.7% |