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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 | $89,295 | $72,404+23.3% | $110,243-19.0% | $64,173+39.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.66% | -6.29%+1.6pp | 314.76%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,169 | $2,282+38.9% | $3,827-17.2% | $2,381+33.1% |
| Participant deferral / active EE | $2,729 | $3,469-21.3% | $4,672-41.6% | $3,470-21.3% |
| Admin fee / account holder | $2,548 | $5,664-55.0% | $8,548-70.2% | $4,887-47.9% |