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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 | $101,082 | $83,908+20.5% | $68,509+47.5% | $125,389-19.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.00% | 14.48%-15.5pp | 8.27%-9.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $933 | $3,031-69.2% | $2,278-59.0% | $4,866-80.8% |
| Participant deferral / active EE | $3,732 | $4,125-9.5% | $3,382+10.3% | $5,352-30.3% |
| Admin fee / account holder | $4,336 | $8,982-51.7% | $5,275-17.8% | $9,541-54.6% |