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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 | $74,232 | $72,177+2.8% | $115,037-35.5% | $59,632+24.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.78% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $6,973 | $2,841+145.4% | $4,608+51.3% | $2,203+216.6% |
| Participant deferral / active EE | $3,814 | $4,783-20.3% | $6,026-36.7% | $3,192+19.5% |
| Admin fee / account holder | $9,403 | $4,927+90.8% | $8,175+15.0% | $4,297+118.8% |