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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 | $80,871 | $95,188-15.0% | $76,518+5.7% | $135,380-40.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.06% | 4.85%-9.9pp | -0.27%-4.8pp | 519.81%-524.9pp |
| Employer contribution / active EE | $6,120 | $3,303+85.3% | $2,647+131.2% | $4,779+28.1% |
| Participant deferral / active EE | $6,120 | $4,640+31.9% | $3,836+59.6% | $5,609+9.1% |
| Admin fee / account holder | $7,701 | $6,249+23.2% | $4,849+58.8% | $10,828-28.9% |