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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 | $87,834 | $84,518+3.9% | $67,704+29.7% | $125,389-30.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.67% | 2.57%-5.2pp | 25.41%-28.1pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,471 | $3,292-25.0% | $2,559-3.5% | $4,866-49.2% |
| Participant deferral / active EE | $4,513 | $4,430+1.9% | $3,585+25.9% | $5,352-15.7% |
| Admin fee / account holder | $346 | $5,340-93.5% | $4,255-91.9% | $9,541-96.4% |