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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 | $133,102 | $82,288+61.8% | $68,794+93.5% | $134,509-1.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.26% | -2.19%-13.1pp | -6.37%-8.9pp | 418.13%-433.4pp |
| Employer contribution / active EE | $4,723 | $3,301+43.1% | $2,656+77.8% | $4,741-0.4% |
| Participant deferral / active EE | $6,731 | $4,738+42.0% | $3,941+70.8% | $6,400+5.2% |
| Admin fee / account holder | $5,964 | $6,482-8.0% | $4,934+20.9% | $11,427-47.8% |