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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 | $62,632 | $69,518-9.9% | $59,887+4.6% | $135,379-53.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.30% | 7.95%-9.2pp | 3.46%-4.8pp | 519.79%-521.1pp |
| Employer contribution / active EE | $9,125 | $3,235+182.1% | $2,722+235.2% | $4,779+90.9% |
| Participant deferral / active EE | $5,206 | $4,204+23.8% | $3,402+53.0% | $5,609-7.2% |
| Admin fee / account holder | $13,424 | $5,734+134.1% | $3,591+273.8% | $10,828+24.0% |