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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 | $85,531 | $99,032-13.6% | $80,022+6.9% | $135,380-36.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.53% | 15.39%-21.9pp | 11.22%-17.8pp | 519.81%-526.3pp |
| Employer contribution / active EE | $7,894 | $3,043+159.4% | $2,468+219.9% | $4,779+65.2% |
| Participant deferral / active EE | $5,421 | $4,282+26.6% | $3,686+47.1% | $5,609-3.3% |
| Admin fee / account holder | $1,602 | $10,436-84.7% | $6,521-75.4% | $10,828-85.2% |