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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 | $74,183 | $83,908-11.6% | $68,509+8.3% | $125,389-40.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.35% | 14.48%-15.8pp | 8.27%-9.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,644 | $3,031-12.8% | $2,278+16.1% | $4,866-45.7% |
| Participant deferral / active EE | $3,652 | $4,125-11.5% | $3,382+8.0% | $5,352-31.8% |
| Admin fee / account holder | $4,140 | $8,982-53.9% | $5,275-21.5% | $9,541-56.6% |