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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 | $93,199 | $87,544+6.5% | $75,784+23.0% | $125,388-25.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.12% | 13.49%-14.6pp | 9.68%-10.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $3,960 | $3,930+0.8% | $3,323+19.2% | $4,866-18.6% |
| Participant deferral / active EE | $5,800 | $4,229+37.1% | $3,652+58.8% | $5,352+8.4% |
| Admin fee / account holder | $5,130 | $6,502-21.1% | $5,300-3.2% | $9,541-46.2% |