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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 | $131,469 | $97,027+35.5% | $83,323+57.8% | $135,382-2.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.82% | 12.31%-16.1pp | 10.63%-14.5pp | 519.77%-523.6pp |
| Employer contribution / active EE | $1,001 | $4,143-75.8% | $3,379-70.4% | $4,779-79.1% |
| Participant deferral / active EE | $7,653 | $5,964+28.3% | $5,565+37.5% | $5,609+36.4% |
| Admin fee / account holder | $1,278 | $8,427-84.8% | $7,539-83.1% | $10,829-88.2% |