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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 | $82,610 | $84,518-2.3% | $67,704+22.0% | $125,389-34.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.49% | 2.57%-3.1pp | 25.41%-25.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $4,805 | $3,292+45.9% | $2,559+87.7% | $4,866-1.3% |
| Participant deferral / active EE | $3,942 | $4,430-11.0% | $3,585+10.0% | $5,352-26.3% |
| Admin fee / account holder | $607 | $5,340-88.6% | $4,255-85.7% | $9,541-93.6% |