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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 | $72,109 | $71,878+0.3% | $86,698-16.8% | $68,486+5.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.13% | 3.53%-21.7pp | 35.95%-54.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,035 | $2,173-6.3% | $2,837-28.3% | $2,597-21.6% |
| Participant deferral / active EE | $5,610 | $3,779+48.4% | $4,656+20.5% | $4,028+39.3% |
| Admin fee / account holder | $583 | $6,113-90.5% | $7,493-92.2% | $5,404-89.2% |