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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 | $69,977 | $83,908-16.6% | $68,509+2.1% | $125,389-44.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.13% | 14.48%-15.6pp | 8.27%-9.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,070 | $3,031-31.7% | $2,278-9.1% | $4,866-57.5% |
| Participant deferral / active EE | $6,296 | $4,125+52.6% | $3,382+86.1% | $5,352+17.6% |
| Admin fee / account holder | $3,283 | $8,982-63.5% | $5,275-37.8% | $9,541-65.6% |