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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 | $81,895 | $95,917-14.6% | $79,583+2.9% | $134,545-39.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -3.79% | -2.70%-1.1pp | 0.16%-4.0pp | 418.37%-422.2pp |
| Employer contribution / active EE | $12,662 | $3,129+304.7% | $2,414+424.6% | $4,742+167.0% |
| Participant deferral / active EE | $6,750 | $4,694+43.8% | $3,986+69.4% | $6,401+5.4% |
| Admin fee / account holder | $398 | $9,132-95.6% | $6,835-94.2% | $11,431-96.5% |