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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 | $99,412 | $158,852-37.4% | $121,220-18.0% | $135,380-26.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.25% | -0.64%-7.6pp | 16.94%-25.2pp | 519.81%-528.1pp |
| Employer contribution / active EE | $6,281 | $5,666+10.9% | $4,023+56.1% | $4,779+31.4% |
| Participant deferral / active EE | $11,156 | $4,006+178.5% | $3,345+233.5% | $5,609+98.9% |
| Admin fee / account holder | $680 | $6,515-89.6% | $5,021-86.4% | $10,828-93.7% |