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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 | $102,297 | $69,012+48.2% | $160,009-36.1% | $68,486+49.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 6.28% | -9.65%+15.9pp | 408.85%-402.6pp | -7.85%+14.1pp |
| Employer contribution / active EE | $926 | $2,212-58.1% | $4,225-78.1% | $2,597-64.3% |
| Participant deferral / active EE | $3,868 | $4,212-8.2% | $6,183-37.4% | $4,028-4.0% |
| Admin fee / account holder | $14,620 | $4,798+204.7% | $8,715+67.8% | $5,404+170.5% |