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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 | $88,067 | $87,546+0.6% | $75,784+16.2% | $125,389-29.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.84% | 13.49%-14.3pp | 9.68%-10.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $3,417 | $3,930-13.1% | $3,323+2.8% | $4,866-29.8% |
| Participant deferral / active EE | $13,389 | $4,230+216.5% | $3,652+266.6% | $5,352+150.2% |
| Admin fee / account holder | $17,844 | $6,503+174.4% | $5,300+236.7% | $9,541+87.0% |