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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 | $82,668 | $45,566+81.4% | $64,105+29.0% | $59,633+38.6% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -0.40% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,286 | $934+37.7% | $1,820-29.3% | $2,203-41.6% |
| Participant deferral / active EE | $4,115 | $2,057+100.1% | $2,822+45.9% | $3,192+28.9% |
| Admin fee / account holder | $3,698 | $3,268+13.2% | $4,499-17.8% | $4,297-13.9% |