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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 | $79,784 | $95,188-16.2% | $76,518+4.3% | $135,380-41.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.96% | 4.85%-11.8pp | -0.27%-6.7pp | 519.81%-526.8pp |
| Employer contribution / active EE | $3,377 | $3,303+2.2% | $2,647+27.5% | $4,779-29.3% |
| Participant deferral / active EE | $7,389 | $4,640+59.3% | $3,836+92.6% | $5,609+31.7% |
| Admin fee / account holder | $4,772 | $6,249-23.6% | $4,849-1.6% | $10,828-55.9% |