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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 | $80,820 | $69,518+16.3% | $59,887+35.0% | $135,379-40.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.23% | 7.95%-9.2pp | 3.46%-4.7pp | 519.79%-521.0pp |
| Employer contribution / active EE | $3,348 | $3,235+3.5% | $2,722+23.0% | $4,779-29.9% |
| Participant deferral / active EE | $1,674 | $4,204-60.2% | $3,402-50.8% | $5,609-70.2% |
| Admin fee / account holder | $4,041 | $5,734-29.5% | $3,591+12.5% | $10,828-62.7% |