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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 | $85,403 | $92,219-7.4% | $76,768+11.2% | $135,379-36.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.80% | 5.46%-9.3pp | 2.43%-6.2pp | 519.79%-523.6pp |
| Employer contribution / active EE | $8,843 | $3,216+175.0% | $2,485+255.8% | $4,779+85.1% |
| Participant deferral / active EE | $6,617 | $4,508+46.8% | $3,852+71.8% | $5,609+18.0% |
| Admin fee / account holder | $47,229 | $10,749+339.4% | $6,675+607.5% | $10,828+336.2% |