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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 | $95,713 | $92,219+3.8% | $76,768+24.7% | $135,379-29.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.71% | 5.46%-10.2pp | 2.43%-7.1pp | 519.79%-524.5pp |
| Employer contribution / active EE | $1,157 | $3,216-64.0% | $2,485-53.5% | $4,779-75.8% |
| Participant deferral / active EE | $8,834 | $4,508+95.9% | $3,852+129.4% | $5,609+57.5% |
| Admin fee / account holder | $2,366 | $10,749-78.0% | $6,675-64.6% | $10,828-78.1% |