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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 | $114,800 | $113,941+0.8% | $94,228+21.8% | $125,388-8.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.90% | 5.29%-8.2pp | 10.68%-13.6pp | 282.24%-285.1pp |
| Employer contribution / active EE | $3,750 | $4,727-20.7% | $3,587+4.6% | $4,866-22.9% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,518 | $8,392-58.1% | $6,269-43.9% | $9,541-63.1% |