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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 | $85,405 | $83,908+1.8% | $68,509+24.7% | $125,388-31.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.34% | 14.48%-16.8pp | 8.27%-10.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,148 | $3,031+3.9% | $2,278+38.2% | $4,866-35.3% |
| Participant deferral / active EE | $2,326 | $4,125-43.6% | $3,382-31.2% | $5,352-56.5% |
| Admin fee / account holder | $678 | $8,982-92.5% | $5,275-87.1% | $9,541-92.9% |