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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 | $99,827 | $85,790+16.4% | $67,313+48.3% | $135,380-26.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.90% | -0.54%-5.4pp | -4.08%-1.8pp | 519.81%-525.7pp |
| Employer contribution / active EE | $3,874 | $3,487+11.1% | $2,566+51.0% | $4,779-18.9% |
| Participant deferral / active EE | $3,234 | $4,651-30.5% | $3,568-9.4% | $5,609-42.3% |
| Admin fee / account holder | $2,636 | $6,392-58.8% | $4,507-41.5% | $10,828-75.7% |