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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 | $84,011 | $77,817+8.0% | $123,553-32.0% | $64,173+30.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.56% | 12.49%-19.0pp | 119.21%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,683 | $3,014-11.0% | $4,628-42.0% | $2,381+12.7% |
| Participant deferral / active EE | $7,107 | $5,240+35.6% | $6,426+10.6% | $3,470+104.8% |
| Admin fee / account holder | $2,734 | $5,519-50.5% | $9,284-70.6% | $4,887-44.1% |