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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 | $94,249 | $92,219+2.2% | $76,768+22.8% | $135,379-30.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.83% | 5.46%-11.3pp | 2.43%-8.3pp | 519.79%-525.6pp |
| Employer contribution / active EE | $1,780 | $3,216-44.7% | $2,485-28.4% | $4,779-62.8% |
| Participant deferral / active EE | $10,695 | $4,508+137.2% | $3,852+177.7% | $5,609+90.7% |
| Admin fee / account holder | $5,959 | $10,749-44.6% | $6,675-10.7% | $10,828-45.0% |