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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 | $77,311 | $77,817-0.6% | $123,553-37.4% | $64,173+20.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.01% | 12.49%-17.5pp | 119.21%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,391 | $3,014+45.7% | $4,628-5.1% | $2,381+84.4% |
| Participant deferral / active EE | $7,479 | $5,240+42.7% | $6,426+16.4% | $3,470+115.6% |
| Admin fee / account holder | $8,775 | $5,519+59.0% | $9,284-5.5% | $4,887+79.5% |