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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 | $93,278 | $87,016+7.2% | $63,244+47.5% | $125,389-25.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.45% | 21.71%-22.2pp | -70.31%+69.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $4,320 | $3,601+20.0% | $2,322+86.1% | $4,866-11.2% |
| Participant deferral / active EE | $2,638 | $3,939-33.0% | $2,953-10.7% | $5,352-50.7% |
| Admin fee / account holder | $3,641 | $11,954-69.5% | $5,893-38.2% | $9,541-61.8% |