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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 | $124,865 | $84,518+47.7% | $67,704+84.4% | $125,389-0.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.21% | 2.57%-3.8pp | 25.41%-26.6pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,204 | $3,292-33.0% | $2,559-13.9% | $4,866-54.7% |
| Participant deferral / active EE | $12,472 | $4,430+181.6% | $3,585+247.9% | $5,352+133.1% |
| Admin fee / account holder | $5,650 | $5,340+5.8% | $4,255+32.8% | $9,541-40.8% |