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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 | $133,329 | $113,941+17.0% | $94,228+41.5% | $125,388+6.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.10% | 5.29%-5.4pp | 10.68%-10.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $3,202 | $4,727-32.3% | $3,587-10.7% | $4,866-34.2% |
| Participant deferral / active EE | $4,703 | $5,179-9.2% | $4,320+8.9% | $5,352-12.1% |
| Admin fee / account holder | $1,356 | $8,392-83.8% | $6,269-78.4% | $9,541-85.8% |