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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 | $117,230 | $99,032+18.4% | $80,022+46.5% | $135,380-13.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.24% | 15.39%-22.6pp | 11.22%-18.5pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,891 | $3,043-37.9% | $2,468-23.4% | $4,779-60.4% |
| Participant deferral / active EE | $2,579 | $4,282-39.8% | $3,686-30.0% | $5,609-54.0% |
| Admin fee / account holder | $6,277 | $10,436-39.9% | $6,521-3.7% | $10,828-42.0% |