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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 | $87,790 | $99,032-11.4% | $80,022+9.7% | $135,380-35.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.96% | 15.39%-21.3pp | 11.22%-17.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $3,476 | $3,043+14.2% | $2,468+40.8% | $4,779-27.3% |
| Participant deferral / active EE | $4,521 | $4,282+5.6% | $3,686+22.7% | $5,609-19.4% |
| Admin fee / account holder | $907 | $10,436-91.3% | $6,521-86.1% | $10,828-91.6% |