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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 | $87,061 | $87,016+0.1% | $63,244+37.7% | $125,389-30.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 1.45% | 21.71%-20.3pp | -70.31%+71.8pp | 282.24%-280.8pp |
| Employer contribution / active EE | $2,499 | $3,601-30.6% | $2,322+7.6% | $4,866-48.7% |
| Participant deferral / active EE | $3,404 | $3,939-13.6% | $2,953+15.3% | $5,352-36.4% |
| Admin fee / account holder | $10,493 | $11,954-12.2% | $5,893+78.1% | $9,541+10.0% |