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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 | $122,145 | $99,032+23.3% | $80,022+52.6% | $135,380-9.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -1.70% | 15.39%-17.1pp | 11.22%-12.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $1,700 | $3,043-44.1% | $2,468-31.1% | $4,779-64.4% |
| Participant deferral / active EE | $4,685 | $4,282+9.4% | $3,686+27.1% | $5,609-16.5% |
| Admin fee / account holder | $12,249 | $10,436+17.4% | $6,521+87.8% | $10,828+13.1% |