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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 | $91,265 | $127,100-28.2% | $105,738-13.7% | $135,379-32.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.79% | 4.49%-8.3pp | 6.27%-10.1pp | 519.79%-523.6pp |
| Employer contribution / active EE | $3,537 | $4,107-13.9% | $3,268+8.2% | $4,779-26.0% |
| Participant deferral / active EE | $7,745 | $5,064+52.9% | $4,080+89.8% | $5,609+38.1% |
| Admin fee / account holder | $5,719 | $9,087-37.1% | $6,913-17.3% | $10,828-47.2% |