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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 | $139,844 | $92,219+51.6% | $76,768+82.2% | $135,379+3.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.94% | 5.46%-7.4pp | 2.43%-4.4pp | 519.79%-521.7pp |
| Employer contribution / active EE | $2,500 | $3,216-22.3% | $2,485+0.6% | $4,779-47.7% |
| Participant deferral / active EE | $2,342 | $4,508-48.0% | $3,852-39.2% | $5,609-58.2% |
| Admin fee / account holder | $4,884 | $10,749-54.6% | $6,675-26.8% | $10,828-54.9% |