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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 | $114,851 | $72,404+58.6% | $110,243+4.2% | $64,173+79.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.51% | -6.29%-1.2pp | 314.76%-322.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,536 | $2,282+11.2% | $3,827-33.7% | $2,381+6.5% |
| Participant deferral / active EE | $4,502 | $3,469+29.8% | $4,672-3.6% | $3,470+29.7% |
| Admin fee / account holder | $5,400 | $5,664-4.7% | $8,548-36.8% | $4,887+10.5% |