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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 | $99,865 | $92,219+8.3% | $76,766+30.1% | $135,382-26.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.27% | 5.46%-9.7pp | 2.43%-6.7pp | 519.77%-524.0pp |
| Employer contribution / active EE | $5,817 | $3,216+80.9% | $2,485+134.1% | $4,779+21.7% |
| Participant deferral / active EE | $4,937 | $4,508+9.5% | $3,851+28.2% | $5,609-12.0% |
| Admin fee / account holder | $4,222 | $10,749-60.7% | $6,675-36.7% | $10,829-61.0% |