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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 | $79,070 | $77,817+1.6% | $123,553-36.0% | $64,173+23.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.47% | 12.49%-18.0pp | 119.21%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,025 | $3,014-32.8% | $4,628-56.2% | $2,381-14.9% |
| Participant deferral / active EE | $6,179 | $5,240+17.9% | $6,426-3.8% | $3,470+78.1% |
| Admin fee / account holder | $11,328 | $5,519+105.3% | $9,284+22.0% | $4,887+131.8% |