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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 | $138,305 | $211,946-34.7% | $169,452-18.4% | $135,380+2.2% |
| Participation rate | 90.0% | 82.6%+7.4pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -1.91% | 3.26%-5.2pp | 1.83%-3.7pp | 519.81%-521.7pp |
| Employer contribution / active EE | $6,150 | $5,117+20.2% | $4,157+47.9% | $4,779+28.7% |
| Participant deferral / active EE | $10,145 | $6,075+67.0% | $5,277+92.2% | $5,609+80.9% |
| Admin fee / account holder | $10,023 | $11,472-12.6% | $9,110+10.0% | $10,828-7.4% |