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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 | $116,642 | $83,908+39.0% | $68,509+70.3% | $125,389-7.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.08% | 14.48%-14.6pp | 8.27%-8.4pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,976 | $3,031-1.8% | $2,278+30.7% | $4,866-38.8% |
| Participant deferral / active EE | $5,403 | $4,125+31.0% | $3,382+59.7% | $5,352+1.0% |
| Admin fee / account holder | $399 | $8,982-95.6% | $5,275-92.4% | $9,541-95.8% |