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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 | $108,721 | $69,518+56.4% | $59,887+81.5% | $135,379-19.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.78% | 7.95%-9.7pp | 3.46%-5.2pp | 519.79%-521.6pp |
| Employer contribution / active EE | $4,221 | $3,235+30.5% | $2,722+55.1% | $4,779-11.7% |
| Participant deferral / active EE | $2,111 | $4,204-49.8% | $3,402-38.0% | $5,609-62.4% |
| Admin fee / account holder | $4,769 | $5,734-16.8% | $3,591+32.8% | $10,828-56.0% |