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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 | $104,066 | $83,908+24.0% | $68,509+51.9% | $125,389-17.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.34% | 14.48%-16.8pp | 8.27%-10.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,727 | $3,031-43.0% | $2,278-24.2% | $4,866-64.5% |
| Participant deferral / active EE | $5,665 | $4,125+37.3% | $3,382+67.5% | $5,352+5.8% |
| Admin fee / account holder | $17,983 | $8,982+100.2% | $5,275+240.9% | $9,541+88.5% |