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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 | $123,526 | $107,809+14.6% | $90,657+36.3% | $135,380-8.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.03% | -0.90%-3.1pp | 1.89%-5.9pp | 519.81%-523.8pp |
| Employer contribution / active EE | $4,555 | $3,018+50.9% | $2,532+79.9% | $4,779-4.7% |
| Participant deferral / active EE | $2,412 | $3,872-37.7% | $3,424-29.6% | $5,609-57.0% |
| Admin fee / account holder | $6,419 | $5,931+8.2% | $4,994+28.5% | $10,828-40.7% |