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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 | $77,584 | $94,529-17.9% | $140,019-44.6% | $64,173+20.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.31% | 7.77%-11.1pp | 651.17%-654.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,985 | $3,812-21.7% | $5,605-46.7% | $2,381+25.4% |
| Participant deferral / active EE | $5,060 | $5,250-3.6% | $6,927-27.0% | $3,470+45.8% |
| Admin fee / account holder | $2,259 | $6,741-66.5% | $10,705-78.9% | $4,887-53.8% |