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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 | $116,464 | $72,404+60.9% | $110,243+5.6% | $64,173+81.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.32% | -6.29%+1.0pp | 314.76%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,044 | $2,282-10.4% | $3,827-46.6% | $2,381-14.2% |
| Participant deferral / active EE | $3,795 | $3,469+9.4% | $4,672-18.8% | $3,470+9.4% |
| Admin fee / account holder | $3,444 | $5,664-39.2% | $8,548-59.7% | $4,887-29.5% |