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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 | $88,984 | $95,188-6.5% | $76,518+16.3% | $135,379-34.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.43% | 4.85%-11.3pp | -0.27%-6.2pp | 519.79%-526.2pp |
| Employer contribution / active EE | $4,982 | $3,303+50.8% | $2,647+88.2% | $4,779+4.2% |
| Participant deferral / active EE | $6,827 | $4,640+47.1% | $3,836+78.0% | $5,609+21.7% |
| Admin fee / account holder | $1,894 | $6,249-69.7% | $4,849-60.9% | $10,828-82.5% |