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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 | $92,954 | $127,387-27.0% | $115,038-19.2% | $125,389-25.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.71% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,780 | $5,166-46.2% | $4,608-39.7% | $4,866-42.9% |
| Participant deferral / active EE | $5,971 | $6,423-7.0% | $6,026-0.9% | $5,352+11.6% |
| Admin fee / account holder | $4,906 | $9,516-48.4% | $8,175-40.0% | $9,541-48.6% |