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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 | $65,499 | $72,177-9.3% | $115,037-43.1% | $59,633+9.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.24% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $5,211 | $2,841+83.4% | $4,608+13.1% | $2,203+136.6% |
| Participant deferral / active EE | $12,737 | $4,783+166.3% | $6,026+111.4% | $3,192+299.1% |
| Admin fee / account holder | $554 | $4,927-88.7% | $8,175-93.2% | $4,297-87.1% |