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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 | $86,789 | $71,872+20.8% | $86,691+0.1% | $68,495+26.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -9.96% | 3.53%-13.5pp | 35.94%-45.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $2,701 | $2,173+24.3% | $2,837-4.8% | $2,596+4.0% |
| Participant deferral / active EE | $7,101 | $3,779+87.9% | $4,656+52.5% | $4,028+76.3% |
| Admin fee / account holder | $2,827 | $6,112-53.8% | $7,492-62.3% | $5,403-47.7% |