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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 | $55,701 | $69,518-19.9% | $59,887-7.0% | $135,379-58.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.28% | 7.95%-9.2pp | 3.46%-4.7pp | 519.79%-521.1pp |
| Employer contribution / active EE | $4,662 | $3,235+44.1% | $2,722+71.3% | $4,779-2.4% |
| Participant deferral / active EE | $8,994 | $4,204+113.9% | $3,402+164.3% | $5,609+60.3% |
| Admin fee / account holder | $103,633 | $5,734+1707.2% | $3,591+2785.7% | $10,828+857.1% |