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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 | $131,550 | $127,387+3.3% | $115,038+14.4% | $125,389+4.9% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -3.35% | 31.28%-34.6pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $7,031 | $5,166+36.1% | $4,608+52.6% | $4,866+44.5% |
| Participant deferral / active EE | $5,938 | $6,423-7.5% | $6,026-1.5% | $5,352+11.0% |
| Admin fee / account holder | $1,716 | $9,516-82.0% | $8,175-79.0% | $9,541-82.0% |