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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 | $79,042 | $77,817+1.6% | $123,553-36.0% | $64,173+23.2% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | -0.98% | 12.49%-13.5pp | 119.21%-120.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $8,132 | $3,014+169.8% | $4,628+75.7% | $2,381+241.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $475 | $5,519-91.4% | $9,284-94.9% | $4,887-90.3% |