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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 | $97,523 | $113,941-14.4% | $94,228+3.5% | $125,388-22.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.96% | 5.29%-8.3pp | 10.68%-13.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $2,159 | $4,727-54.3% | $3,587-39.8% | $4,866-55.6% |
| Participant deferral / active EE | $5,893 | $5,179+13.8% | $4,320+36.4% | $5,352+10.1% |
| Admin fee / account holder | $9,906 | $8,392+18.0% | $6,269+58.0% | $9,541+3.8% |