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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 | $102,103 | $99,032+3.1% | $80,022+27.6% | $135,380-24.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.30% | 15.39%-21.7pp | 11.22%-17.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,192 | $3,043-60.8% | $2,468-51.7% | $4,779-75.1% |
| Participant deferral / active EE | $5,530 | $4,282+29.1% | $3,686+50.0% | $5,609-1.4% |
| Admin fee / account holder | $7,893 | $10,436-24.4% | $6,521+21.0% | $10,828-27.1% |