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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 | $104,119 | $87,546+18.9% | $75,784+37.4% | $125,389-17.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.68% | 13.49%-17.2pp | 9.68%-13.4pp | 282.24%-285.9pp |
| Employer contribution / active EE | $15,451 | $3,930+293.1% | $3,323+364.9% | $4,866+217.5% |
| Participant deferral / active EE | $7,065 | $4,230+67.0% | $3,652+93.5% | $5,352+32.0% |
| Admin fee / account holder | $899 | $6,503-86.2% | $5,300-83.0% | $9,541-90.6% |