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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 | $86,325 | $84,518+2.1% | $67,704+27.5% | $125,389-31.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.56% | 2.57%-6.1pp | 25.41%-29.0pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,022 | $3,292-68.9% | $2,559-60.1% | $4,866-79.0% |
| Participant deferral / active EE | $3,773 | $4,430-14.8% | $3,585+5.2% | $5,352-29.5% |
| Admin fee / account holder | $13,704 | $5,340+156.6% | $4,255+222.1% | $9,541+43.6% |