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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 | $115,003 | $99,032+16.1% | $80,022+43.7% | $135,380-15.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.31% | 15.39%-18.7pp | 11.22%-14.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $2,345 | $3,043-22.9% | $2,468-5.0% | $4,779-50.9% |
| Participant deferral / active EE | $3,515 | $4,282-17.9% | $3,686-4.6% | $5,609-37.3% |
| Admin fee / account holder | $312 | $10,436-97.0% | $6,521-95.2% | $10,828-97.1% |