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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 | $84,265 | $72,177+16.7% | $115,037-26.7% | $59,633+41.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.21% | 12.02%-14.2pp | 26.14%-28.4pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $5,098 | $2,841+79.4% | $4,608+10.6% | $2,203+131.5% |
| Participant deferral / active EE | $4,450 | $4,783-7.0% | $6,026-26.2% | $3,192+39.4% |
| Admin fee / account holder | $1,863 | $4,927-62.2% | $8,175-77.2% | $4,297-56.6% |