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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 | $104,750 | $113,941-8.1% | $94,229+11.2% | $125,389-16.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.97% | 5.29%-7.3pp | 10.68%-12.7pp | 282.24%-284.2pp |
| Employer contribution / active EE | $3,181 | $4,727-32.7% | $3,587-11.3% | $4,866-34.6% |
| Participant deferral / active EE | $7,157 | $5,179+38.2% | $4,320+65.7% | $5,352+33.7% |
| Admin fee / account holder | $401 | $8,392-95.2% | $6,269-93.6% | $9,541-95.8% |