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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 | $108,716 | $97,881+11.1% | $80,004+35.9% | $125,388-13.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -1.81% | 9.36%-11.2pp | 7.63%-9.4pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,465 | $3,128-21.2% | $2,473-0.3% | $4,866-49.3% |
| Participant deferral / active EE | $4,041 | $3,744+7.9% | $3,204+26.1% | $5,352-24.5% |
| Admin fee / account holder | $1,303 | $6,278-79.3% | $5,033-74.1% | $9,541-86.3% |