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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 | $130,618 | $131,835-0.9% | $108,582+20.3% | $273,972-52.3% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 8.55% | -91.57%+100.1pp | -51.70%+60.3pp | 41.46%-32.9pp |
| Employer contribution / active EE | $5,625 | $4,913+14.5% | $3,758+49.7% | $4,869+15.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,998 | $10,253-61.0% | $7,645-47.7% | $10,133-60.5% |