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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 | $94,497 | $82,678+14.3% | $125,391-24.6% | $68,490+38.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 2.57% | -5.97%+8.5pp | 572.41%-569.8pp | -7.85%+10.4pp |
| Employer contribution / active EE | $4,694 | $3,382+38.8% | $4,816-2.5% | $2,597+80.8% |
| Participant deferral / active EE | $4,658 | $6,111-23.8% | $7,448-37.5% | $4,028+15.6% |
| Admin fee / account holder | $1,523 | $6,277-75.7% | $10,009-84.8% | $5,403-71.8% |