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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 | $128,164 | $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 | -0.54% | 5.29%-5.8pp | 10.68%-11.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $7,876 | $4,727+66.6% | $3,587+119.6% | $4,866+61.9% |
| Participant deferral / active EE | $12,625 | $5,179+143.8% | $4,320+192.2% | $5,352+135.9% |
| Admin fee / account holder | $16,985 | $8,392+102.4% | $6,269+170.9% | $9,541+78.0% |