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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 | $77,446 | $87,542-11.5% | $75,782+2.2% | $125,393-38.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.07% | 13.48%-13.6pp | 9.68%-9.7pp | 282.23%-282.3pp |
| Employer contribution / active EE | $3,317 | $3,930-15.6% | $3,323-0.2% | $4,866-31.8% |
| Participant deferral / active EE | $5,002 | $4,229+18.3% | $3,652+37.0% | $5,351-6.5% |
| Admin fee / account holder | $6,803 | $6,502+4.6% | $5,300+28.4% | $9,541-28.7% |