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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 | $100,580 | $87,546+14.9% | $75,784+32.7% | $125,389-19.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.40% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,943 | $3,930-25.1% | $3,323-11.4% | $4,866-39.5% |
| Participant deferral / active EE | $6,682 | $4,230+58.0% | $3,652+83.0% | $5,352+24.9% |
| Admin fee / account holder | $4,839 | $6,503-25.6% | $5,300-8.7% | $9,541-49.3% |