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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 | $98,746 | $92,219+7.1% | $76,766+28.6% | $135,382-27.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.56% | 5.46%-13.0pp | 2.43%-10.0pp | 519.77%-527.3pp |
| Employer contribution / active EE | $5,239 | $3,216+62.9% | $2,485+110.8% | $4,779+9.6% |
| Participant deferral / active EE | $5,908 | $4,508+31.0% | $3,851+53.4% | $5,609+5.3% |
| Admin fee / account holder | $1,288 | $10,749-88.0% | $6,675-80.7% | $10,829-88.1% |