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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 | $125,990 | $113,941+10.6% | $94,229+33.7% | $125,389+0.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.49% | 5.29%-6.8pp | 10.68%-12.2pp | 282.24%-283.7pp |
| Employer contribution / active EE | $8,089 | $4,727+71.1% | $3,587+125.5% | $4,866+66.2% |
| Participant deferral / active EE | $6,822 | $5,179+31.7% | $4,320+57.9% | $5,352+27.5% |
| Admin fee / account holder | $752 | $8,392-91.0% | $6,269-88.0% | $9,541-92.1% |