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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 | $88,914 | $69,541+27.9% | $59,899+48.4% | $135,380-34.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.96% | 7.95%-9.9pp | 3.46%-5.4pp | 519.81%-521.8pp |
| Employer contribution / active EE | $3,672 | $3,236+13.5% | $2,723+34.9% | $4,779-23.2% |
| Participant deferral / active EE | $8,562 | $4,206+103.6% | $3,402+151.6% | $5,609+52.6% |
| Admin fee / account holder | $6,966 | $5,737+21.4% | $3,592+93.9% | $10,828-35.7% |