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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 | $122,589 | $87,546+40.0% | $75,784+61.8% | $125,389-2.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.64% | 13.49%-15.1pp | 9.68%-11.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $12,056 | $3,930+206.8% | $3,323+262.8% | $4,866+147.8% |
| Participant deferral / active EE | $7,733 | $4,230+82.8% | $3,652+111.8% | $5,352+44.5% |
| Admin fee / account holder | $3,763 | $6,503-42.1% | $5,300-29.0% | $9,541-60.6% |