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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 | $91,025 | $69,518+30.9% | $59,887+52.0% | $135,379-32.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.45% | 7.95%-10.4pp | 3.46%-5.9pp | 519.79%-522.2pp |
| Employer contribution / active EE | $8,080 | $3,235+149.8% | $2,722+196.8% | $4,779+69.1% |
| Participant deferral / active EE | $10,177 | $4,204+142.1% | $3,402+199.1% | $5,609+81.4% |
| Admin fee / account holder | $61,030 | $5,734+964.3% | $3,591+1599.4% | $10,828+463.6% |