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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 | $106,358 | $83,908+26.8% | $68,509+55.2% | $125,389-15.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.28% | 14.48%-14.8pp | 8.27%-8.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,310 | $3,031-56.8% | $2,278-42.5% | $4,866-73.1% |
| Participant deferral / active EE | $1,945 | $4,125-52.8% | $3,382-42.5% | $5,352-63.7% |
| Admin fee / account holder | $8,960 | $8,982-0.2% | $5,275+69.9% | $9,541-6.1% |