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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 | $80,771 | $83,908-3.7% | $68,509+17.9% | $125,393-35.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.12% | 14.48%-14.6pp | 8.27%-8.4pp | 282.23%-282.4pp |
| Employer contribution / active EE | $2,841 | $3,031-6.3% | $2,278+24.7% | $4,866-41.6% |
| Participant deferral / active EE | $3,691 | $4,125-10.5% | $3,382+9.1% | $5,351-31.0% |
| Admin fee / account holder | $7,041 | $8,982-21.6% | $5,275+33.5% | $9,541-26.2% |