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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 | $91,355 | $99,032-7.8% | $80,022+14.2% | $135,379-32.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.84% | 15.39%-24.2pp | 11.22%-20.1pp | 519.79%-528.6pp |
| Employer contribution / active EE | $2,854 | $3,043-6.2% | $2,468+15.6% | $4,779-40.3% |
| Participant deferral / active EE | $6,904 | $4,282+61.2% | $3,686+87.3% | $5,609+23.1% |
| Admin fee / account holder | $2,206 | $10,436-78.9% | $6,521-66.2% | $10,828-79.6% |