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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 | $87,650 | $99,032-11.5% | $80,022+9.5% | $135,380-35.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.66% | 15.39%-22.0pp | 11.22%-17.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,148 | $3,043-29.4% | $2,468-13.0% | $4,779-55.1% |
| Participant deferral / active EE | $6,072 | $4,282+41.8% | $3,686+64.8% | $5,609+8.3% |
| Admin fee / account holder | $930 | $10,436-91.1% | $6,521-85.7% | $10,828-91.4% |