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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 | $64,567 | $64,311+0.4% | $57,356+12.6% | $125,389-48.5% |
| Participation rate | 94.4% | 78.6%+15.8pp | 75.1%+19.4pp | 83.2%+11.3pp |
| Annual return | -1.39% | 25.14%-26.5pp | 24.41%-25.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $3,661 | $3,193+14.7% | $2,689+36.2% | $4,866-24.8% |
| Participant deferral / active EE | $4,342 | $3,846+12.9% | $3,162+37.3% | $5,352-18.9% |
| Admin fee / account holder | $14,284 | $5,243+172.4% | $3,357+325.5% | $9,541+49.7% |