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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 | $78,998 | $87,540-9.8% | $75,781+4.2% | $125,392-37.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.32% | 13.48%-13.8pp | 9.68%-10.0pp | 282.23%-282.6pp |
| Employer contribution / active EE | $5,902 | $3,930+50.2% | $3,323+77.6% | $4,866+21.3% |
| Participant deferral / active EE | $7,699 | $4,229+82.1% | $3,651+110.9% | $5,351+43.9% |
| Admin fee / account holder | $2,035 | $6,502-68.7% | $5,299-61.6% | $9,541-78.7% |