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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 | $99,485 | $78,694+26.4% | $67,652+47.1% | $125,393-20.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.69% | 9.46%-10.1pp | 6625.04%-6625.7pp | 282.23%-282.9pp |
| Employer contribution / active EE | $3,158 | $3,044+3.7% | $2,266+39.4% | $4,866-35.1% |
| Participant deferral / active EE | $5,823 | $4,292+35.7% | $3,560+63.6% | $5,351+8.8% |
| Admin fee / account holder | $4,935 | $7,403-33.3% | $4,821+2.4% | $9,541-48.3% |