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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 | $85,802 | $54,380+57.8% | $68,509+25.2% | $59,633+43.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -0.99% | 2.83%-3.8pp | 8.27%-9.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $2,168 | $1,539+40.9% | $2,278-4.8% | $2,203-1.6% |
| Participant deferral / active EE | $3,420 | $2,643+29.4% | $3,382+1.1% | $3,192+7.2% |
| Admin fee / account holder | $340 | $3,885-91.2% | $5,275-93.6% | $4,297-92.1% |