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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 | $77,529 | $86,701-10.6% | $73,309+5.8% | $125,389-38.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.09% | 2.78%-3.9pp | 5.67%-6.8pp | 282.24%-283.3pp |
| Employer contribution / active EE | $12,955 | $4,152+212.0% | $3,237+300.2% | $4,866+166.2% |
| Participant deferral / active EE | $6,812 | $5,549+22.8% | $4,991+36.5% | $5,352+27.3% |
| Admin fee / account holder | $5,526 | $7,768-28.9% | $5,635-1.9% | $9,541-42.1% |