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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 | $100,286 | $92,219+8.7% | $76,767+30.6% | $135,380-25.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.97% | 5.46%-7.4pp | 2.43%-4.4pp | 519.81%-521.8pp |
| Employer contribution / active EE | $3,580 | $3,216+11.3% | $2,485+44.1% | $4,779-25.1% |
| Participant deferral / active EE | $11,943 | $4,508+164.9% | $3,852+210.1% | $5,609+112.9% |
| Admin fee / account holder | $39,003 | $10,749+262.9% | $6,675+484.3% | $10,828+260.2% |