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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 | $71,991 | $87,546-17.8% | $75,784-5.0% | $125,389-42.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.85% | 13.49%-16.3pp | 9.68%-12.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $2,414 | $3,930-38.6% | $3,323-27.4% | $4,866-50.4% |
| Participant deferral / active EE | $11,486 | $4,230+171.6% | $3,652+214.5% | $5,352+114.6% |
| Admin fee / account holder | $601 | $6,503-90.8% | $5,300-88.7% | $9,541-93.7% |