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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 | $121,111 | $83,908+44.3% | $68,509+76.8% | $125,389-3.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.90% | 14.48%-15.4pp | 8.27%-9.2pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,727 | $3,031-10.0% | $2,278+19.7% | $4,866-44.0% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,772 | $8,982-69.1% | $5,275-47.4% | $9,541-70.9% |