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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 | $105,081 | $211,946-50.4% | $169,452-38.0% | $135,380-22.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.76% | 3.26%-8.0pp | 1.83%-6.6pp | 519.81%-524.6pp |
| Employer contribution / active EE | $6,240 | $5,117+21.9% | $4,157+50.1% | $4,779+30.6% |
| Participant deferral / active EE | $24,500 | $6,075+303.3% | $5,277+364.3% | $5,609+336.8% |
| Admin fee / account holder | $2,009 | $11,472-82.5% | $9,110-77.9% | $10,828-81.4% |