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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 | $133,139 | $72,404+83.9% | $110,243+20.8% | $64,173+107.5% |
| Participation rate | 89.1% | 73.3%+15.7pp | 79.8%+9.2pp | 69.6%+19.5pp |
| Annual return | -0.17% | -6.29%+6.1pp | 314.76%-314.9pp | 7.63%-7.8pp |
| Employer contribution / active EE | $5,621 | $2,282+146.3% | $3,827+46.9% | $2,381+136.1% |
| Participant deferral / active EE | $2,236 | $3,469-35.6% | $4,672-52.2% | $3,470-35.6% |
| Admin fee / account holder | $6,832 | $5,664+20.6% | $8,548-20.1% | $4,887+39.8% |