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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 | $77,045 | $75,935+1.5% | $60,547+27.2% | $125,389-38.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.67% | -5.38%+4.7pp | 335.64%-336.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $10,520 | $3,438+206.0% | $2,419+334.8% | $4,866+116.2% |
| Participant deferral / active EE | $2,203 | $4,506-51.1% | $3,328-33.8% | $5,352-58.8% |
| Admin fee / account holder | $3,236 | $6,768-52.2% | $4,536-28.7% | $9,541-66.1% |