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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 | $69,735 | $69,541+0.3% | $59,899+16.4% | $135,380-48.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.29% | 7.95%-10.2pp | 3.46%-5.8pp | 519.81%-522.1pp |
| Employer contribution / active EE | $3,483 | $3,236+7.6% | $2,723+27.9% | $4,779-27.1% |
| Participant deferral / active EE | $3,626 | $4,206-13.8% | $3,402+6.6% | $5,609-35.3% |
| Admin fee / account holder | $1,097 | $5,737-80.9% | $3,592-69.5% | $10,828-89.9% |