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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 | $103,930 | $84,518+23.0% | $67,704+53.5% | $125,389-17.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.50% | 2.57%-4.1pp | 25.41%-26.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,262 | $3,292-31.3% | $2,559-11.6% | $4,866-53.5% |
| Participant deferral / active EE | $7,455 | $4,430+68.3% | $3,585+107.9% | $5,352+39.3% |
| Admin fee / account holder | $15,008 | $5,340+181.0% | $4,255+252.7% | $9,541+57.3% |