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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 | $89,035 | $87,540+1.7% | $75,781+17.5% | $125,392-29.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.62% | 13.48%-15.1pp | 9.68%-11.3pp | 282.23%-283.8pp |
| Employer contribution / active EE | $1,777 | $3,930-54.8% | $3,323-46.5% | $4,866-63.5% |
| Participant deferral / active EE | $6,342 | $4,229+50.0% | $3,651+73.7% | $5,351+18.5% |
| Admin fee / account holder | $2,961 | $6,502-54.5% | $5,299-44.1% | $9,541-69.0% |