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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 | $116,548 | $112,300+3.8% | $90,223+29.2% | $125,389-7.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -2.26% | -0.57%-1.7pp | 1.31%-3.6pp | 282.24%-284.5pp |
| Employer contribution / active EE | $3,147 | $5,181-39.3% | $4,378-28.1% | $4,866-35.3% |
| Participant deferral / active EE | $9,485 | $6,733+40.9% | $5,792+63.8% | $5,352+77.2% |
| Admin fee / account holder | $1,880 | $10,990-82.9% | $7,406-74.6% | $9,541-80.3% |