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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 | $87,512 | $95,188-8.1% | $76,518+14.4% | $135,380-35.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.64% | 4.85%-8.5pp | -0.27%-3.4pp | 519.81%-523.4pp |
| Employer contribution / active EE | $3,133 | $3,303-5.1% | $2,647+18.3% | $4,779-34.4% |
| Participant deferral / active EE | $3,062 | $4,640-34.0% | $3,836-20.2% | $5,609-45.4% |
| Admin fee / account holder | $6,988 | $6,249+11.8% | $4,849+44.1% | $10,828-35.5% |