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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 | $75,675 | $127,096-40.5% | $105,736-28.4% | $135,380-44.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.98% | 4.49%-8.5pp | 6.27%-10.3pp | 519.81%-523.8pp |
| Employer contribution / active EE | $3,842 | $4,107-6.4% | $3,268+17.6% | $4,779-19.6% |
| Participant deferral / active EE | $8,015 | $5,064+58.3% | $4,080+96.4% | $5,609+42.9% |
| Admin fee / account holder | $27,615 | $9,087+203.9% | $6,913+299.5% | $10,828+155.0% |