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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 | $85,404 | $72,177+18.3% | $115,037-25.8% | $59,633+43.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.87% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $1,587 | $2,841-44.2% | $4,608-65.6% | $2,203-28.0% |
| Participant deferral / active EE | $7,676 | $4,783+60.5% | $6,026+27.4% | $3,192+140.5% |
| Admin fee / account holder | $6,444 | $4,927+30.8% | $8,175-21.2% | $4,297+50.0% |