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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 | $70,110 | $69,518+0.9% | $59,887+17.1% | $135,379-48.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.41% | 7.95%-13.4pp | 3.46%-8.9pp | 519.79%-525.2pp |
| Employer contribution / active EE | $1,752 | $3,235-45.8% | $2,722-35.6% | $4,779-63.3% |
| Participant deferral / active EE | $6,617 | $4,204+57.4% | $3,402+94.5% | $5,609+18.0% |
| Admin fee / account holder | $3,925 | $5,734-31.6% | $3,591+9.3% | $10,828-63.8% |