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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 | $75,363 | $63,953+17.8% | $54,726+37.7% | $135,379-44.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -6.47% | -5.77%-0.7pp | -4.56%-1.9pp | 519.79%-526.3pp |
| Employer contribution / active EE | $4,168 | $4,256-2.1% | $3,449+20.8% | $4,779-12.8% |
| Participant deferral / active EE | $11,403 | $4,810+137.1% | $3,953+188.5% | $5,609+103.3% |
| Admin fee / account holder | $2,551 | $4,567-44.1% | $3,818-33.2% | $10,828-76.4% |