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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 | $84,068 | $113,941-26.2% | $94,229-10.8% | $125,389-33.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.07% | 5.29%-5.4pp | 10.68%-10.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,134 | $4,727-54.9% | $3,587-40.5% | $4,866-56.1% |
| Participant deferral / active EE | $5,227 | $5,179+0.9% | $4,320+21.0% | $5,352-2.3% |
| Admin fee / account holder | $902 | $8,392-89.3% | $6,269-85.6% | $9,541-90.6% |