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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 | $85,326 | $54,380+56.9% | $68,509+24.5% | $59,633+43.1% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -1.07% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,263 | $1,539-17.9% | $2,278-44.5% | $2,203-42.7% |
| Participant deferral / active EE | $1,897 | $2,643-28.2% | $3,382-43.9% | $3,192-40.6% |
| Admin fee / account holder | $2,782 | $3,885-28.4% | $5,275-47.3% | $4,297-35.3% |