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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 | $108,588 | $85,790+26.6% | $67,313+61.3% | $135,380-19.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.14% | -0.54%-6.6pp | -4.08%-3.1pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,197 | $3,487-8.3% | $2,566+24.6% | $4,779-33.1% |
| Participant deferral / active EE | $8,277 | $4,651+78.0% | $3,568+131.9% | $5,609+47.6% |
| Admin fee / account holder | $4,120 | $6,392-35.5% | $4,507-8.6% | $10,828-62.0% |