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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 | $132,680 | $107,806+23.1% | $90,655+46.4% | $135,382-2.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.49% | -0.90%-5.6pp | 1.89%-8.4pp | 519.77%-526.3pp |
| Employer contribution / active EE | $1,145 | $3,018-62.1% | $2,532-54.8% | $4,779-76.1% |
| Participant deferral / active EE | $8,525 | $3,872+120.2% | $3,425+148.9% | $5,609+52.0% |
| Admin fee / account holder | $6,345 | $5,931+7.0% | $4,994+27.0% | $10,829-41.4% |