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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 | $90,016 | $87,546+2.8% | $75,784+18.8% | $125,389-28.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.70% | 13.49%-15.2pp | 9.68%-11.4pp | 282.24%-283.9pp |
| Employer contribution / active EE | $7,500 | $3,930+90.8% | $3,323+125.7% | $4,866+54.1% |
| Participant deferral / active EE | $1,586 | $4,230-62.5% | $3,652-56.6% | $5,352-70.4% |
| Admin fee / account holder | $27,344 | $6,503+320.5% | $5,300+415.9% | $9,541+186.6% |