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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 | $75,160 | $69,518+8.1% | $59,883+25.5% | $135,382-44.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.03% | 7.95%-9.0pp | 3.46%-4.5pp | 519.77%-520.8pp |
| Employer contribution / active EE | $5,770 | $3,235+78.4% | $2,722+112.0% | $4,779+20.8% |
| Participant deferral / active EE | $1,892 | $4,204-55.0% | $3,402-44.4% | $5,609-66.3% |
| Admin fee / account holder | $1,920 | $5,734-66.5% | $3,591-46.5% | $10,829-82.3% |