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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 | $100,466 | $92,219+8.9% | $76,768+30.9% | $135,379-25.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.00% | 5.46%-8.5pp | 2.43%-5.4pp | 519.79%-522.8pp |
| Employer contribution / active EE | $2,834 | $3,216-11.9% | $2,485+14.1% | $4,779-40.7% |
| Participant deferral / active EE | $2,988 | $4,508-33.7% | $3,852-22.4% | $5,609-46.7% |
| Admin fee / account holder | $10,999 | $10,749+2.3% | $6,675+64.8% | $10,828+1.6% |