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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 | $92,633 | $82,028+12.9% | $123,105-24.8% | $59,633+55.3% |
| Participation rate | 90.9% | 83.2%+7.7pp | 86.8%+4.1pp | 68.7%+22.2pp |
| Annual return | -0.81% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $6,618 | $3,297+100.7% | $5,151+28.5% | $2,203+200.4% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,971 | $5,879-49.5% | $9,014-67.0% | $4,297-30.9% |