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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 | $106,833 | $167,362-36.2% | $143,799-25.7% | $134,532-20.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.20% | 0.47%-1.7pp | -0.04%-1.2pp | 418.27%-419.5pp |
| Employer contribution / active EE | $6,924 | $5,620+23.2% | $4,952+39.8% | $4,741+46.0% |
| Participant deferral / active EE | $5,680 | $6,447-11.9% | $5,638+0.7% | $6,401-11.3% |
| Admin fee / account holder | $12,496 | $18,094-30.9% | $14,677-14.9% | $11,429+9.3% |