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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 | $95,933 | $92,219+4.0% | $76,767+25.0% | $135,380-29.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.93% | 5.46%-12.4pp | 2.43%-9.4pp | 519.81%-526.7pp |
| Employer contribution / active EE | $10,370 | $3,216+222.5% | $2,485+317.2% | $4,779+117.0% |
| Participant deferral / active EE | $10,917 | $4,508+142.1% | $3,852+183.4% | $5,609+94.6% |
| Admin fee / account holder | $2,244 | $10,749-79.1% | $6,675-66.4% | $10,828-79.3% |