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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 | $90,471 | $95,188-5.0% | $76,518+18.2% | $135,380-33.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.05% | 4.85%-11.9pp | -0.27%-6.8pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,904 | $3,303+18.2% | $2,647+47.5% | $4,779-18.3% |
| Participant deferral / active EE | $8,541 | $4,640+84.1% | $3,836+122.7% | $5,609+52.3% |
| Admin fee / account holder | $6,917 | $6,249+10.7% | $4,849+42.7% | $10,828-36.1% |