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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 | $100,911 | $72,404+39.4% | $110,243-8.5% | $64,173+57.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.59% | -6.29%+2.7pp | 314.76%-318.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,542 | $2,282+11.4% | $3,827-33.6% | $2,381+6.8% |
| Participant deferral / active EE | $3,167 | $3,469-8.7% | $4,672-32.2% | $3,470-8.7% |
| Admin fee / account holder | $2,859 | $5,664-49.5% | $8,548-66.6% | $4,887-41.5% |