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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 | $95,773 | $97,020-1.3% | $83,322+14.9% | $135,379-29.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.01% | 12.31%-16.3pp | 10.64%-14.7pp | 519.79%-523.8pp |
| Employer contribution / active EE | $2,936 | $4,144-29.1% | $3,379-13.1% | $4,779-38.6% |
| Participant deferral / active EE | $9,136 | $5,964+53.2% | $5,565+64.2% | $5,609+62.9% |
| Admin fee / account holder | $52,794 | $8,426+526.6% | $7,540+600.2% | $10,828+387.6% |