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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 | $111,499 | $69,518+60.4% | $59,887+86.2% | $135,379-17.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.75% | 7.95%-13.7pp | 3.46%-9.2pp | 519.79%-525.5pp |
| Employer contribution / active EE | $7,188 | $3,235+122.2% | $2,722+164.0% | $4,779+50.4% |
| Participant deferral / active EE | $2,917 | $4,204-30.6% | $3,402-14.3% | $5,609-48.0% |
| Admin fee / account holder | $22,542 | $5,734+293.1% | $3,591+527.7% | $10,828+108.2% |