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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 | $133,101 | $99,032+34.4% | $80,022+66.3% | $135,382-1.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -1.14% | 15.39%-16.5pp | 11.22%-12.4pp | 519.77%-520.9pp |
| Employer contribution / active EE | $1,655 | $3,043-45.6% | $2,468-33.0% | $4,779-65.4% |
| Participant deferral / active EE | $4,564 | $4,282+6.6% | $3,686+23.8% | $5,609-18.6% |
| Admin fee / account holder | $1,905 | $10,436-81.7% | $6,521-70.8% | $10,829-82.4% |