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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 | $101,211 | $94,529+7.1% | $140,019-27.7% | $64,173+57.7% |
| Participation rate | 98.6% | 84.1%+14.5pp | 87.5%+11.1pp | 69.6%+29.0pp |
| Annual return | -5.74% | 7.77%-13.5pp | 651.17%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,843 | $3,812-51.7% | $5,605-67.1% | $2,381-22.6% |
| Participant deferral / active EE | $7,328 | $5,250+39.6% | $6,927+5.8% | $3,470+111.2% |
| Admin fee / account holder | $2,787 | $6,741-58.7% | $10,705-74.0% | $4,887-43.0% |