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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 | $109,104 | $131,835-17.2% | $108,582+0.5% | $273,972-60.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.12% | -91.57%+96.7pp | -51.70%+56.8pp | 41.46%-36.3pp |
| Employer contribution / active EE | $4,487 | $4,913-8.7% | $3,758+19.4% | $4,869-7.8% |
| Participant deferral / active EE | $5,813 | $5,127+13.4% | $4,311+34.9% | $5,287+10.0% |
| Admin fee / account holder | $2,675 | $10,253-73.9% | $7,645-65.0% | $10,133-73.6% |