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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 | $106,711 | $92,219+15.7% | $76,768+39.0% | $135,379-21.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.12% | 5.46%-7.6pp | 2.43%-4.5pp | 519.79%-521.9pp |
| Employer contribution / active EE | $10,000 | $3,216+211.0% | $2,485+302.4% | $4,779+109.3% |
| Participant deferral / active EE | $13,462 | $4,508+198.6% | $3,852+249.5% | $5,609+140.0% |
| Admin fee / account holder | $1,248 | $10,749-88.4% | $6,675-81.3% | $10,828-88.5% |