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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 | $92,357 | $82,032+12.6% | $123,106-25.0% | $59,632+54.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.64% | 5.12%-5.8pp | 13.22%-13.9pp | 2041.32%-2042.0pp |
| Employer contribution / active EE | $2,468 | $3,297-25.1% | $5,151-52.1% | $2,203+12.0% |
| Participant deferral / active EE | $3,307 | $4,667-29.1% | $6,229-46.9% | $3,192+3.6% |
| Admin fee / account holder | $6,833 | $5,881+16.2% | $9,015-24.2% | $4,297+59.0% |