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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 | $92,293 | $69,541+32.7% | $59,899+54.1% | $135,380-31.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.79% | 7.95%-15.7pp | 3.46%-11.3pp | 519.81%-527.6pp |
| Employer contribution / active EE | $4,735 | $3,236+46.3% | $2,723+73.9% | $4,779-0.9% |
| Participant deferral / active EE | $4,739 | $4,206+12.7% | $3,402+39.3% | $5,609-15.5% |
| Admin fee / account holder | $8,506 | $5,737+48.3% | $3,592+136.8% | $10,828-21.4% |