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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 | $128,860 | $90,590+42.2% | $90,782+41.9% | $135,380-4.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.74% | -3.40%-4.3pp | -3.42%-4.3pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,959 | $4,352-55.0% | $4,105-52.3% | $4,779-59.0% |
| Participant deferral / active EE | $7,559 | $5,407+39.8% | $5,366+40.9% | $5,609+34.8% |
| Admin fee / account holder | $7,817 | $7,683+1.7% | $5,908+32.3% | $10,828-27.8% |