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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 | $93,285 | $107,809-13.5% | $90,657+2.9% | $135,380-31.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.13% | -0.90%-3.2pp | 1.89%-6.0pp | 519.81%-523.9pp |
| Employer contribution / active EE | $3,398 | $3,018+12.6% | $2,532+34.2% | $4,779-28.9% |
| Participant deferral / active EE | $3,488 | $3,872-9.9% | $3,424+1.9% | $5,609-37.8% |
| Admin fee / account holder | $24,437 | $5,931+312.0% | $4,994+389.3% | $10,828+125.7% |