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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 | $111,189 | $69,541+59.9% | $59,899+85.6% | $135,380-17.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.92% | 7.95%-9.9pp | 3.46%-5.4pp | 519.81%-521.7pp |
| Employer contribution / active EE | $3,917 | $3,236+21.0% | $2,723+43.9% | $4,779-18.0% |
| Participant deferral / active EE | $3,331 | $4,206-20.8% | $3,402-2.1% | $5,609-40.6% |
| Admin fee / account holder | $7,449 | $5,737+29.8% | $3,592+107.4% | $10,828-31.2% |