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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 | $103,677 | $69,518+49.1% | $59,887+73.1% | $135,379-23.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.66% | 7.95%-9.6pp | 3.46%-5.1pp | 519.79%-521.4pp |
| Employer contribution / active EE | $7,624 | $3,235+135.7% | $2,722+180.1% | $4,779+59.5% |
| Participant deferral / active EE | $2,585 | $4,204-38.5% | $3,402-24.0% | $5,609-53.9% |
| Admin fee / account holder | $419 | $5,734-92.7% | $3,591-88.3% | $10,828-96.1% |