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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 | $130,987 | $113,935+15.0% | $94,224+39.0% | $125,393+4.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.65% | 5.29%-6.9pp | 10.68%-12.3pp | 282.23%-283.9pp |
| Employer contribution / active EE | $4,681 | $4,727-1.0% | $3,587+30.5% | $4,866-3.8% |
| Participant deferral / active EE | $12,365 | $5,179+138.8% | $4,320+186.2% | $5,351+131.1% |
| Admin fee / account holder | $11,354 | $8,391+35.3% | $6,269+81.1% | $9,541+19.0% |