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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 | $92,680 | $107,809-14.0% | $90,657+2.2% | $135,379-31.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.64% | -0.90%-7.7pp | 1.89%-10.5pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,570 | $3,018-48.0% | $2,532-38.0% | $4,779-67.2% |
| Participant deferral / active EE | $6,866 | $3,872+77.3% | $3,424+100.5% | $5,609+22.4% |
| Admin fee / account holder | $1,248 | $5,931-79.0% | $4,994-75.0% | $10,828-88.5% |