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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 | $95,503 | $87,016+9.8% | $63,244+51.0% | $125,389-23.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.90% | 21.71%-23.6pp | -70.31%+68.4pp | 282.24%-284.1pp |
| Employer contribution / active EE | $3,365 | $3,601-6.5% | $2,322+44.9% | $4,866-30.8% |
| Participant deferral / active EE | $5,611 | $3,939+42.4% | $2,953+90.0% | $5,352+4.8% |
| Admin fee / account holder | $572 | $11,954-95.2% | $5,893-90.3% | $9,541-94.0% |