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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 | $80,130 | $71,878+11.5% | $86,698-7.6% | $68,486+17.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.50% | 3.53%-22.0pp | 35.95%-54.5pp | -7.85%-10.6pp |
| Employer contribution / active EE | $4,713 | $2,173+116.8% | $2,837+66.1% | $2,597+81.5% |
| Participant deferral / active EE | $6,179 | $3,779+63.5% | $4,656+32.7% | $4,028+53.4% |
| Admin fee / account holder | $4,649 | $6,113-23.9% | $7,493-37.9% | $5,404-14.0% |