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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 | $89,863 | $92,219-2.6% | $76,767+17.1% | $135,380-33.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.80% | 5.46%-11.3pp | 2.43%-8.2pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,747 | $3,216-45.7% | $2,485-29.7% | $4,779-63.4% |
| Participant deferral / active EE | $2,119 | $4,508-53.0% | $3,852-45.0% | $5,609-62.2% |
| Admin fee / account holder | $2,457 | $10,749-77.1% | $6,675-63.2% | $10,828-77.3% |