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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 | $107,691 | $79,633+35.2% | $93,786+14.8% | $68,490+57.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -11.95% | -0.10%-11.9pp | -11.32%-0.6pp | -7.85%-4.1pp |
| Employer contribution / active EE | $1,909 | $3,665-47.9% | $4,328-55.9% | $2,597-26.5% |
| Participant deferral / active EE | $6,699 | $5,158+29.9% | $6,100+9.8% | $4,028+66.3% |
| Admin fee / account holder | $7,603 | $6,871+10.6% | $7,184+5.8% | $5,403+40.7% |