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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 | $74,583 | $77,817-4.2% | $123,553-39.6% | $64,173+16.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.13% | 12.49%-15.6pp | 119.21%-122.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,255 | $3,014+8.0% | $4,628-29.7% | $2,381+36.7% |
| Participant deferral / active EE | $6,990 | $5,240+33.4% | $6,426+8.8% | $3,470+101.5% |
| Admin fee / account holder | $1,229 | $5,519-77.7% | $9,284-86.8% | $4,887-74.9% |