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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 | $112,614 | $113,941-1.2% | $94,228+19.5% | $125,388-10.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.36% | 5.29%-6.6pp | 10.68%-12.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,271 | $4,727-52.0% | $3,587-36.7% | $4,866-53.3% |
| Participant deferral / active EE | $4,336 | $5,179-16.3% | $4,320+0.4% | $5,352-19.0% |
| Admin fee / account holder | $5,935 | $8,392-29.3% | $6,269-5.3% | $9,541-37.8% |