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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 | $72,357 | $86,701-16.5% | $73,309-1.3% | $125,388-42.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.47% | 2.78%-3.3pp | 5.67%-6.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,945 | $4,152-29.1% | $3,237-9.0% | $4,866-39.5% |
| Participant deferral / active EE | $7,406 | $5,549+33.5% | $4,991+48.4% | $5,352+38.4% |
| Admin fee / account holder | $4,471 | $7,768-42.4% | $5,635-20.6% | $9,541-53.1% |