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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 | $140,938 | $86,701+62.6% | $73,309+92.3% | $125,388+12.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.99% | 2.78%-5.8pp | 5.67%-8.7pp | 282.24%-285.2pp |
| Employer contribution / active EE | $11,392 | $4,152+174.4% | $3,237+251.9% | $4,866+134.1% |
| Participant deferral / active EE | $4,722 | $5,549-14.9% | $4,991-5.4% | $5,352-11.8% |
| Admin fee / account holder | $1,819 | $7,768-76.6% | $5,635-67.7% | $9,541-80.9% |