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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 | $82,795 | $71,873+15.2% | $86,698-4.5% | $68,490+20.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.28% | 3.54%-18.8pp | 35.96%-51.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $855 | $2,173-60.7% | $2,837-69.9% | $2,597-67.1% |
| Participant deferral / active EE | $5,699 | $3,779+50.8% | $4,656+22.4% | $4,028+41.5% |
| Admin fee / account holder | $2,773 | $6,110-54.6% | $7,492-63.0% | $5,403-48.7% |