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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 | $84,219 | $82,314+2.3% | $68,808+22.4% | $134,532-37.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.56% | -2.18%-9.4pp | -6.37%-5.2pp | 418.27%-429.8pp |
| Employer contribution / active EE | $625 | $3,301-81.1% | $2,656-76.5% | $4,741-86.8% |
| Participant deferral / active EE | $7,949 | $4,740+67.7% | $3,942+101.6% | $6,401+24.2% |
| Admin fee / account holder | $535 | $6,484-91.8% | $4,936-89.2% | $11,429-95.3% |