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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 | $99,674 | $52,911+88.4% | $73,309+36.0% | $59,633+67.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -2.10% | 12.20%-14.3pp | 5.67%-7.8pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $644 | $1,909-66.3% | $3,237-80.1% | $2,203-70.8% |
| Participant deferral / active EE | $6,509 | $4,069+59.9% | $4,991+30.4% | $3,192+103.9% |
| Admin fee / account holder | $3,298 | $3,835-14.0% | $5,635-41.5% | $4,297-23.3% |