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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 | $77,394 | $71,878+7.7% | $86,698-10.7% | $68,486+13.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.66% | 3.53%-22.2pp | 35.95%-54.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $3,949 | $2,173+81.7% | $2,837+39.2% | $2,597+52.1% |
| Participant deferral / active EE | $10,059 | $3,779+166.2% | $4,656+116.0% | $4,028+149.7% |
| Admin fee / account holder | $5,406 | $6,113-11.6% | $7,493-27.8% | $5,4040% |