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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 | $82,153 | $95,188-13.7% | $76,518+7.4% | $135,380-39.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.12% | 4.85%-12.0pp | -0.27%-6.8pp | 519.81%-526.9pp |
| Employer contribution / active EE | $5,012 | $3,303+51.8% | $2,647+89.3% | $4,779+4.9% |
| Participant deferral / active EE | $10,587 | $4,640+128.2% | $3,836+176.0% | $5,609+88.8% |
| Admin fee / account holder | $32,332 | $6,249+417.4% | $4,849+566.8% | $10,828+198.6% |