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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 | $106,137 | $86,701+22.4% | $73,309+44.8% | $125,389-15.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.21% | 2.78%-6.0pp | 5.67%-8.9pp | 282.24%-285.4pp |
| Employer contribution / active EE | $14,732 | $4,152+254.8% | $3,237+355.1% | $4,866+202.8% |
| Participant deferral / active EE | $12,000 | $5,549+116.2% | $4,991+140.4% | $5,352+124.2% |
| Admin fee / account holder | $1,217 | $7,768-84.3% | $5,635-78.4% | $9,541-87.2% |