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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 | $76,709 | $71,873+6.7% | $86,698-11.5% | $68,490+12.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.21% | 3.54%-19.7pp | 35.96%-52.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $5,237 | $2,173+141.0% | $2,837+84.6% | $2,597+101.7% |
| Participant deferral / active EE | $4,107 | $3,779+8.7% | $4,656-11.8% | $4,028+2.0% |
| Admin fee / account holder | $1,755 | $6,110-71.3% | $7,492-76.6% | $5,403-67.5% |