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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 | $128,154 | $113,941+12.5% | $94,229+36.0% | $125,389+2.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.81% | 5.29%-7.1pp | 10.68%-12.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $5,882 | $4,727+24.4% | $3,587+64.0% | $4,866+20.9% |
| Participant deferral / active EE | $7,190 | $5,179+38.8% | $4,320+66.4% | $5,352+34.4% |
| Admin fee / account holder | $5,743 | $8,392-31.6% | $6,269-8.4% | $9,541-39.8% |