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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 | $128,015 | $107,809+18.7% | $90,657+41.2% | $135,379-5.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.13% | -0.90%-7.2pp | 1.89%-10.0pp | 519.79%-527.9pp |
| Employer contribution / active EE | $4,092 | $3,018+35.6% | $2,532+61.6% | $4,779-14.4% |
| Participant deferral / active EE | $3,704 | $3,872-4.3% | $3,424+8.2% | $5,609-34.0% |
| Admin fee / account holder | $6,198 | $5,931+4.5% | $4,994+24.1% | $10,828-42.8% |