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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 | $96,106 | $107,809-10.9% | $90,657+6.0% | $135,379-29.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.18% | -0.90%-4.3pp | 1.89%-7.1pp | 519.79%-525.0pp |
| Employer contribution / active EE | $7,091 | $3,018+135.0% | $2,532+180.1% | $4,779+48.4% |
| Participant deferral / active EE | $7,343 | $3,872+89.6% | $3,424+114.4% | $5,609+30.9% |
| Admin fee / account holder | $3,758 | $5,931-36.6% | $4,994-24.8% | $10,828-65.3% |