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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 | $91,041 | $84,518+7.7% | $67,704+34.5% | $125,389-27.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.04% | 2.57%-2.6pp | 25.41%-25.5pp | 282.24%-282.3pp |
| Employer contribution / active EE | $4,386 | $3,292+33.2% | $2,559+71.3% | $4,866-9.9% |
| Participant deferral / active EE | $5,943 | $4,430+34.2% | $3,585+65.8% | $5,352+11.1% |
| Admin fee / account holder | $2,258 | $5,340-57.7% | $4,255-46.9% | $9,541-76.3% |