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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 | $134,275 | $86,701+54.9% | $73,309+83.2% | $125,389+7.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.23% | 2.78%-4.0pp | 5.67%-6.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,369 | $4,152-67.0% | $3,237-57.7% | $4,866-71.9% |
| Participant deferral / active EE | $12,342 | $5,549+122.4% | $4,991+147.3% | $5,352+130.6% |
| Admin fee / account holder | $628 | $7,768-91.9% | $5,635-88.9% | $9,541-93.4% |