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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 | $104,096 | $97,020+7.3% | $83,327+24.9% | $135,380-23.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.80% | 12.31%-16.1pp | 10.64%-14.4pp | 519.81%-523.6pp |
| Employer contribution / active EE | $5,747 | $4,144+38.7% | $3,379+70.1% | $4,779+20.3% |
| Participant deferral / active EE | $8,191 | $5,964+37.3% | $5,565+47.2% | $5,609+46.0% |
| Admin fee / account holder | $417 | $8,426-95.1% | $7,540-94.5% | $10,828-96.2% |