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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 | $104,887 | $99,032+5.9% | $80,022+31.1% | $135,380-22.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.74% | 15.39%-19.1pp | 11.22%-15.0pp | 519.81%-523.5pp |
| Employer contribution / active EE | $4,836 | $3,043+58.9% | $2,468+96.0% | $4,779+1.2% |
| Participant deferral / active EE | $4,081 | $4,282-4.7% | $3,686+10.7% | $5,609-27.2% |
| Admin fee / account holder | $3,134 | $10,436-70.0% | $6,521-51.9% | $10,828-71.1% |