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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 | $85,203 | $87,540-2.7% | $75,781+12.4% | $125,392-32.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.77% | 13.48%-15.3pp | 9.68%-11.4pp | 282.23%-284.0pp |
| Employer contribution / active EE | $3,042 | $3,930-22.6% | $3,323-8.5% | $4,866-37.5% |
| Participant deferral / active EE | $5,383 | $4,229+27.3% | $3,651+47.4% | $5,351+0.6% |
| Admin fee / account holder | $546 | $6,502-91.6% | $5,299-89.7% | $9,541-94.3% |