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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 | $91,406 | $77,817+17.5% | $123,553-26.0% | $64,173+42.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.42% | 12.49%-19.9pp | 119.21%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,866 | $3,014-4.9% | $4,628-38.1% | $2,381+20.4% |
| Participant deferral / active EE | $6,998 | $5,240+33.5% | $6,426+8.9% | $3,470+101.7% |
| Admin fee / account holder | $595 | $5,519-89.2% | $9,284-93.6% | $4,887-87.8% |