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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 | $121,432 | $87,546+38.7% | $75,784+60.2% | $125,389-3.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.33% | 13.49%-13.8pp | 9.68%-10.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,713 | $3,930-31.0% | $3,323-18.4% | $4,866-44.2% |
| Participant deferral / active EE | $2,567 | $4,230-39.3% | $3,652-29.7% | $5,352-52.0% |
| Admin fee / account holder | $29,993 | $6,503+361.2% | $5,300+465.9% | $9,541+214.4% |