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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 | $130,085 | $158,852-18.1% | $121,220+7.3% | $135,381-3.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.78% | -0.64%-8.1pp | 16.94%-25.7pp | 519.81%-528.6pp |
| Employer contribution / active EE | $6,117 | $5,666+8.0% | $4,023+52.1% | $4,779+28.0% |
| Participant deferral / active EE | $8,167 | $4,006+103.9% | $3,345+144.1% | $5,609+45.6% |
| Admin fee / account holder | $3,496 | $6,515-46.3% | $5,021-30.4% | $10,828-67.7% |