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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 | $139,112 | $140,578-1.0% | $100,671+38.2% | $125,389+10.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.37% | 24.67%-27.0pp | 20.43%-22.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $884 | $5,965-85.2% | $4,012-78.0% | $4,866-81.8% |
| Participant deferral / active EE | $1,749 | $3,981-56.1% | $3,144-44.4% | $5,352-67.3% |
| Admin fee / account holder | $1,081 | $6,716-83.9% | $4,850-77.7% | $9,541-88.7% |