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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 | $91,721 | $71,878+27.6% | $86,698+5.8% | $68,486+33.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.58% | 3.53%-22.1pp | 35.95%-54.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,717 | $2,173+25.0% | $2,837-4.2% | $2,597+4.6% |
| Participant deferral / active EE | $6,936 | $3,779+83.5% | $4,656+49.0% | $4,028+72.2% |
| Admin fee / account holder | $1,909 | $6,113-68.8% | $7,493-74.5% | $5,404-64.7% |