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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 | $79,959 | $82,028-2.5% | $123,105-35.0% | $59,633+34.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.62% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $3,685 | $3,297+11.8% | $5,151-28.5% | $2,203+67.3% |
| Participant deferral / active EE | $2,335 | $4,667-50.0% | $6,229-62.5% | $3,192-26.8% |
| Admin fee / account holder | $1,399 | $5,879-76.2% | $9,014-84.5% | $4,297-67.4% |