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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 | $117,928 | $84,518+39.5% | $67,704+74.2% | $125,389-6.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.51% | 2.57%-4.1pp | 25.41%-26.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,455 | $3,292-55.8% | $2,559-43.1% | $4,866-70.1% |
| Participant deferral / active EE | $4,711 | $4,430+6.3% | $3,585+31.4% | $5,352-12.0% |
| Admin fee / account holder | $5,577 | $5,340+4.4% | $4,255+31.1% | $9,541-41.5% |