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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 | $113,364 | $92,219+22.9% | $76,767+47.7% | $135,380-16.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.12% | 5.46%-11.6pp | 2.43%-8.5pp | 519.81%-525.9pp |
| Employer contribution / active EE | $4,953 | $3,216+54.0% | $2,485+99.3% | $4,779+3.6% |
| Participant deferral / active EE | $7,606 | $4,508+68.7% | $3,852+97.5% | $5,609+35.6% |
| Admin fee / account holder | $7,729 | $10,749-28.1% | $6,675+15.8% | $10,828-28.6% |