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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 | $81,883 | $71,873+13.9% | $86,698-5.6% | $68,490+19.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.36% | 3.54%-19.9pp | 35.96%-52.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,881 | $2,173-13.5% | $2,837-33.7% | $2,597-27.6% |
| Participant deferral / active EE | $10,032 | $3,779+165.4% | $4,656+115.4% | $4,028+149.1% |
| Admin fee / account holder | $808 | $6,110-86.8% | $7,492-89.2% | $5,403-85.1% |