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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 | $98,367 | $72,177+36.3% | $115,038-14.5% | $59,633+65.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.35% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $7,129 | $2,841+150.9% | $4,608+54.7% | $2,203+223.7% |
| Participant deferral / active EE | $5,305 | $4,783+10.9% | $6,026-12.0% | $3,192+66.2% |
| Admin fee / account holder | $3,058 | $4,927-37.9% | $8,175-62.6% | $4,297-28.8% |