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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 | $101,985 | $69,541+46.7% | $59,899+70.3% | $135,380-24.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -5.64% | 7.95%-13.6pp | 3.46%-9.1pp | 519.81%-525.4pp |
| Employer contribution / active EE | $3,054 | $3,236-5.6% | $2,723+12.2% | $4,779-36.1% |
| Participant deferral / active EE | $3,054 | $4,206-27.4% | $3,402-10.2% | $5,609-45.5% |
| Admin fee / account holder | $402 | $5,737-93.0% | $3,592-88.8% | $10,828-96.3% |