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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 | $83,921 | $97,881-14.3% | $80,004+4.9% | $125,389-33.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -2.89% | 9.36%-12.2pp | 7.63%-10.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $3,043 | $3,128-2.7% | $2,473+23.1% | $4,866-37.5% |
| Participant deferral / active EE | $9,210 | $3,744+146.0% | $3,204+187.5% | $5,352+72.1% |
| Admin fee / account holder | $520 | $6,278-91.7% | $5,033-89.7% | $9,541-94.6% |