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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 | $96,563 | $94,529+2.2% | $140,019-31.0% | $64,173+50.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.54% | 7.77%-13.3pp | 651.17%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,193 | $3,812-42.5% | $5,605-60.9% | $2,381-7.9% |
| Participant deferral / active EE | $5,346 | $5,250+1.8% | $6,927-22.8% | $3,470+54.1% |
| Admin fee / account holder | $3,838 | $6,741-43.1% | $10,705-64.1% | $4,887-21.5% |