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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 | $98,718 | $95,188+3.7% | $76,518+29.0% | $135,380-27.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.23% | 4.85%-12.1pp | -0.27%-7.0pp | 519.81%-527.0pp |
| Employer contribution / active EE | $3,903 | $3,303+18.2% | $2,647+47.4% | $4,779-18.3% |
| Participant deferral / active EE | $10,728 | $4,640+131.2% | $3,836+179.7% | $5,609+91.3% |
| Admin fee / account holder | $8,996 | $6,249+44.0% | $4,849+85.5% | $10,828-16.9% |