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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 | $139,996 | $112,300+24.7% | $90,223+55.2% | $125,389+11.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -1.62% | -0.57%-1.0pp | 1.31%-2.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,969 | $5,181-62.0% | $4,378-55.0% | $4,866-59.5% |
| Participant deferral / active EE | $3,574 | $6,733-46.9% | $5,792-38.3% | $5,352-33.2% |
| Admin fee / account holder | $601 | $10,990-94.5% | $7,406-91.9% | $9,541-93.7% |