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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 | $92,217 | $45,865+101.1% | $40,757+126.3% | $125,388-26.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | -0.67% | -1.32%+0.6pp | -0.50%-0.2pp | 282.24%-282.9pp |
| Employer contribution / active EE | $4,312 | $3,697+16.7% | $3,004+43.6% | $4,866-11.4% |
| Participant deferral / active EE | $4,804 | $4,199+14.4% | $3,485+37.9% | $5,352-10.2% |
| Admin fee / account holder | $2,653 | $5,763-54.0% | $4,272-37.9% | $9,541-72.2% |