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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 | $121,012 | $83,908+44.2% | $68,509+76.6% | $125,389-3.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.97% | 14.48%-17.4pp | 8.27%-11.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $4,608 | $3,031+52.0% | $2,278+102.3% | $4,866-5.3% |
| Participant deferral / active EE | $7,177 | $4,125+74.0% | $3,382+112.2% | $5,352+34.1% |
| Admin fee / account holder | $4,257 | $8,982-52.6% | $5,275-19.3% | $9,541-55.4% |