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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 | $124,692 | $95,193+31.0% | $76,523+62.9% | $135,382-7.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.73% | 4.85%-10.6pp | -0.27%-5.5pp | 519.77%-525.5pp |
| Employer contribution / active EE | $6,724 | $3,302+103.6% | $2,647+154.0% | $4,779+40.7% |
| Participant deferral / active EE | $4,708 | $4,639+1.5% | $3,835+22.7% | $5,609-16.1% |
| Admin fee / account holder | $6,100 | $6,249-2.4% | $4,848+25.8% | $10,829-43.7% |