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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 | $102,180 | $69,518+47.0% | $59,883+70.6% | $135,382-24.5% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -1.27% | 7.95%-9.2pp | 3.46%-4.7pp | 519.77%-521.0pp |
| Employer contribution / active EE | $4,596 | $3,235+42.1% | $2,722+68.8% | $4,779-3.8% |
| Participant deferral / active EE | $3,054 | $4,204-27.4% | $3,402-10.2% | $5,609-45.6% |
| Admin fee / account holder | $22,570 | $5,734+293.6% | $3,591+528.6% | $10,829+108.4% |