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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 | $134,164 | $127,096+5.6% | $105,736+26.9% | $135,380-0.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.94% | 4.49%-8.4pp | 6.27%-10.2pp | 519.81%-523.7pp |
| Employer contribution / active EE | $1,335 | $4,107-67.5% | $3,268-59.1% | $4,779-72.1% |
| Participant deferral / active EE | $6,360 | $5,064+25.6% | $4,080+55.9% | $5,609+13.4% |
| Admin fee / account holder | $3,175 | $9,087-65.1% | $6,913-54.1% | $10,828-70.7% |