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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 | $93,091 | $92,219+0.9% | $76,767+21.3% | $135,380-31.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.98% | 5.46%-10.4pp | 2.43%-7.4pp | 519.81%-524.8pp |
| Employer contribution / active EE | $2,272 | $3,216-29.4% | $2,485-8.6% | $4,779-52.5% |
| Participant deferral / active EE | $5,569 | $4,508+23.5% | $3,852+44.6% | $5,609-0.7% |
| Admin fee / account holder | $779 | $10,749-92.8% | $6,675-88.3% | $10,828-92.8% |