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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 | $89,624 | $87,542+2.4% | $75,782+18.3% | $125,393-28.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.80% | 13.48%-15.3pp | 9.68%-11.5pp | 282.23%-284.0pp |
| Employer contribution / active EE | $3,333 | $3,930-15.2% | $3,323+0.3% | $4,866-31.5% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $4,254 | $6,502-34.6% | $5,300-19.7% | $9,541-55.4% |