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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 | $84,652 | $84,518+0.2% | $67,704+25.0% | $125,389-32.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.32% | 2.57%-2.9pp | 25.41%-25.7pp | 282.24%-282.6pp |
| Employer contribution / active EE | $16,727 | $3,292+408.1% | $2,559+553.6% | $4,866+243.7% |
| Participant deferral / active EE | $9,900 | $4,430+123.5% | $3,585+176.1% | $5,352+85.0% |
| Admin fee / account holder | $7,497 | $5,340+40.4% | $4,255+76.2% | $9,541-21.4% |