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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 | $132,916 | $127,387+4.3% | $115,038+15.5% | $125,389+6.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.01% | 31.28%-33.3pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $4,489 | $5,166-13.1% | $4,608-2.6% | $4,866-7.8% |
| Participant deferral / active EE | $4,970 | $6,423-22.6% | $6,026-17.5% | $5,352-7.1% |
| Admin fee / account holder | $2,286 | $9,516-76.0% | $8,175-72.0% | $9,541-76.0% |