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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 | $76,660 | $84,518-9.3% | $67,704+13.2% | $125,389-38.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.21% | 2.57%-2.8pp | 25.41%-25.6pp | 282.24%-282.5pp |
| Employer contribution / active EE | $7,593 | $3,292+130.6% | $2,559+196.7% | $4,866+56.0% |
| Participant deferral / active EE | $6,600 | $4,430+49.0% | $3,585+84.1% | $5,352+23.3% |
| Admin fee / account holder | $6,982 | $5,340+30.7% | $4,255+64.1% | $9,541-26.8% |