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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 | $89,807 | $99,032-9.3% | $80,022+12.2% | $135,380-33.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.48% | 15.39%-22.9pp | 11.22%-18.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,368 | $3,043-55.1% | $2,468-44.6% | $4,779-71.4% |
| Participant deferral / active EE | $4,789 | $4,282+11.9% | $3,686+29.9% | $5,609-14.6% |
| Admin fee / account holder | $324 | $10,436-96.9% | $6,521-95.0% | $10,828-97.0% |