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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 | $105,331 | $77,817+35.4% | $123,553-14.7% | $64,173+64.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.03% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,727 | $3,014-9.5% | $4,628-41.1% | $2,381+14.5% |
| Participant deferral / active EE | $10,228 | $5,240+95.2% | $6,426+59.2% | $3,470+194.8% |
| Admin fee / account holder | $2,891 | $5,519-47.6% | $9,284-68.9% | $4,887-40.9% |