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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 | $63,515 | $64,311-1.2% | $57,356+10.7% | $125,389-49.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.08% | 25.14%-25.2pp | 24.41%-24.5pp | 282.24%-282.3pp |
| Employer contribution / active EE | $4,376 | $3,193+37.1% | $2,689+62.8% | $4,866-10.1% |
| Participant deferral / active EE | $5,256 | $3,846+36.7% | $3,162+66.2% | $5,352-1.8% |
| Admin fee / account holder | $2,251 | $5,243-57.1% | $3,357-32.9% | $9,541-76.4% |