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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 | $77,384 | $84,518-8.4% | $67,704+14.3% | $125,389-38.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.39% | 2.57%-3.0pp | 25.41%-25.8pp | 282.24%-282.6pp |
| Employer contribution / active EE | $3,266 | $3,292-0.8% | $2,559+27.6% | $4,866-32.9% |
| Participant deferral / active EE | $5,785 | $4,430+30.6% | $3,585+61.4% | $5,352+8.1% |
| Admin fee / account holder | $746 | $5,340-86.0% | $4,255-82.5% | $9,541-92.2% |